diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index eb8136b80683c9bb680a7486a047b1ec608c021f..9829cce0799b56dd37a8187a5e58b1274d231a3c 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index fc01e2d2aff6aece02c183aa521b3fbf87718c26..f2488875fa4c45b14efae93e5c7a266eff7c1302 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index a2fbd01c48c522243d36d99bea914930242655c2..e8426b547de3a5d79a3c3a1de218a5bd172b461e 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index 3e2123e74b793efed006031c4baaa06e8adefae1..ea77035b22a91dd889e29a455bf824fcdc5c5064 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1144,13 +1144,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1159,7 +1159,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,19 +1209,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 30ba2be3e78adf06c2f4a62141d0e48606953ca6..495ccbb708d7ab751f021498fd02d3849edd80db 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 9278409eca189dc1bb95d6e3b9ad973d2613cb63..ba4469e3c1a9179f9b73036ca87e1d78042d0639 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -981,37 +981,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 42f238f3a58c85def15f8ff55ba70f783071c197..560912c3d52323fdf7a490fed89e28d69814746e 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -911,19 +911,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,17 +990,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 6dd81ac4ce5e902ebc17082c2f258ff2cdc16785..3c9212a070f4d93bd449ade4316f20e7382e7c10 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index dd10f8f636fd5be287be4726a2d682351649ed6a..ed8d6fd295f952ff8e969f9446dd5554988dd809 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:97852291d89f", - "target": "000100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 10b13164cb99dd7cfb6aa5d13fa5899ccbe6c8c1..d42800be5e45d38184df10d631a55cc1c2d2cbd0 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 67f6ca485335f77ed4422364a3f54003f9ca1d24..0b72db60773d09e6fce51e2b1bd957492c98f65f 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.93%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,37 +1276,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,88 +1673,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab1b41ed957f", - "target": "000120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.454 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index 51f97dec44d5a6d74e4cd0522678892a356bd23b..23731885fd396c75949952348bfad8e970b417c3 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,37 +1186,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 4f57bef2509c37c02fe3572b5b844644575dec26..d500689f4a7f097aa744e98b9e8a2edb3ffea528 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 38.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 36.51, + "grade": "dCR-BB+", + "score": 38.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 37.99, + "score": 40.24, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -933,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 1f77724a7f9a939f7ab217172f9c4ab0e83121f4..cf56490aa91df3208229ad8c2d515bc1b2c31c06 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,8 +1467,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index d4c05d9759a69a430b18f619c124080e4505fb1d..8e99e86e392068376234c2434cf783846ee41c55 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index ea1b61a2aca96064f9c226f8ad245bfadbaa92a4..73e785d4739b87b2559644489e3a683a53895648 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index a82023b62dafb5cca3c6295934f134bf650bcbc5..3bb3362406d224930e9eae09749602880975d3ba 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 601d833b7b8aba06a3856232558acef711257bd8..66b0de46bc0b309b42a6914ce46a183e2a4f4497 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.84%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 82ea23887d613fb1ab1ec2d924f0f64dfb4c1cad..2dc5fe03784033ae6013ed84bca0b50c249ee502 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index ff33b80f4132a79cc2a3d2b57eecb484d3bb895a..6f078b9d0653ac2cb5abf8f01a6ba89305beeeee 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index e52912f25c454b1ce2c9f0ac8a990e1dc4386f96..93c2a06c96de712cf63e6f31a15246d0b5beda7f 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.60, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.6, + "score": 5.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.06, + "score": 6.06, "assumptions": { "scenarioStress": "moderate" } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 661dde6c6b68ed09377554af72b7c5a5f96309d3..3932e0dc84a4894348f2740795c0d75c3034fd72 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index bd1d5355fd54e026cbe4f40337d24b3250cc5332..dab9b6e75301ee6d46806b18aa773a8f6dd62bbd 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index d90576a950617ea7fe9907c471a91c7361003c10..7e621a7198292b15ef128520aee322bd9f0ec4e3 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,37 +820,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 4fe41e69d9a76c768712329d2b5c0130003f925c..a9cf0d8adacba35b628fff8b8131ad8d81329185 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 756c0dd3b944f4ebcf5598a9a6c05e33a1accca7..c66ab087b665c63992b7bc97e99ac073230a4476 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index 25f8f77f7d9eeaf4c12d4fa0810cbb9893d957cc..5397c0589cae4528f4e6af19b7c08036975840fe 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 381f1c13182061a87e104049af06b3683b427b6d..d1f3490d0a1d0c0d1e86e8271473c30667d54b33 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 8a13029785e7e4c3161b60d33b95537112925382..6bb04080db6bb1c4e7fdea784cbd7ca646f9034d 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 9ac969f6e5476bdba183f1f043cb4f091233f646..6c5db0c846e02e4b4985726cba60f651e341e276 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index dc7f782e09ac2910382b6b127499ac395f015607..3f20bf943c3201eb67962daff54880cf4c8b6dc4 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 83852bfbddcc227d48d5dc09ac39f7e5264a2838..09c25ed18fc5fd01231afd1538ed9adbe7e80f9b 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index 1fd79cf73650eca9841a5038aa8bab341c5bf33c..7858930a71b3b1e1f7784333c6229a51d0a910a6 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,15 +1549,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index c2e73a621ff069f2222540326b8ae3d5cc8a3cbd..90caaffcad5973808bdd0be905cc041485bcbcd7 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index 07d6402515392f19e8b5d223d8801348675bab85..7dfec410a9c2077507d7df06ac8a8f35dc4545f0 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index f04e7ca555f4a5053754e001c03272a65efdd0c8..b51d2b93a29a4e760919996e4a0117c616bfa5ce 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index ff808129fbc52fa9f53cc8508cbfacb0ce962bae..64fb0fed42b3615c2f96cfadde2aa5623d8a69a9 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -545,7 +545,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1346,7 +1346,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1364,8 +1364,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index 113ff4cdc5ffae421333f782f5b2843e28cc1cee..10128d43bc5a18ecb77365a40d1455b27fdff31b 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index 697c4554b61fb2a01136d8be2bf324128c60926a..bf8419374a94156a2356be11386c5fe712b356fd 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 6aac8a4f9019b4ce9682da2c1fdb8846fe1845c5..d51a912c399d492a79f509e10fdd5d4025fb5a52 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index f0b3919c45774da5357ab1be27f1a8266e14f6d8..81361a93a6959a5d21ba6e48996a635601789560 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,37 +1267,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 95a14c192eaed89051f94db559071f2f85734431..6fbeefe6ccd13f1af73185c18628b63dcc63ed44 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index b8a7bb794ebd91a08a61d82d3a7cfaf5a5ba9f48..fea07eb0587353da82ca7637f903cb3d6ab0e96a 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 9adc0db794daf31243619ec04e660e1d7bab65b9..1cb9c443f5eea4437fb4bf33eb1c349920efd998 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 3d64779cc809de4be73e63ffc6239cbf236f9fb2..68bb2624bea91804399cfcb04a66b7b44ca6568a 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 3ba0f3cd83544285964a41e05eaf77270e35eb6f..3909d797c6059837ef4cd060b846bb79175996be 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index c98f84051df814e3789c2392ad16746d0ad1cf70..8e96527d41cd36da57feccf7832887462c868b3c 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,37 +1157,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index f1faa48d400ba590f3abb9311246a6265aabafac..a5443870027e2dd378d72cff9fa816f44072c6ef 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -670,15 +670,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2ac341d41455", + "target": "000810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.688 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index bb69b1670cbdd9ce575cb6696599d564fd6055d9..f4a38defd6517cfb1caa3fec186cf386ddf485bc 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index 7917d6a67f65bf2eac89a64a40274899928672c8..2335e7de46332de001b7e707dba7b84efbbc1deb 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index c83fa75d9983dbd75e85a7b008104d5bd3c592cc..4bf0f43bb023780c9341dc3a5083cf4bd73ff269 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 64ee4fc3a64a127e6c79481d939f199b9bd548cd..5e724af1d2c9c7558c20e7d249ee8a55b9a7e8a5 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 826dbfe6bdb0fc441f112b8e9bedb56ffde059c5..7085281c396f7739027f08a040b1a32dfc30136c 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index dcaf29a2a1deeb395f322fd5e9b84c55d861bce0..844f7ebf366fc881565331630b27da4a6726943c 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 03f2adcfac485e19a9449dfb09f9923eb9b81d9b..763b7d89b7285733950482c49c47e98bb6f73a4a 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index fbbb3e2f50337318d6fa20622271d003ddf2312c..740af4313f797e6edb2026e0fb5022aa9cc9ecb3 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,37 +1259,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index e24f1eb8249cd0a54e6e2ec084a0782a87cd8621..5ce6c2e64b1a4046229da098c7c614b1027ac4df 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index bc07d8c7a206d17bfdb93bbc23b68f596c65b46c..02fc4baf523fe8c6e324b331dc903f2f453addd6 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 7ff1c298b94835cac9b8bccc227af4081a6a6f00..97bd3d6d62cbcd45cf6d88441e69b6e88e1cc1d4 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 112.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index 094993dcafa6f6294e2ca7f0c8c8ea32fc21976e..f14f176da2d35f1fa4d95b4d40f0a62c4bf092d4 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 1a794b3637bae34bbef51b74b9de75d3f6e6b173..15f75b55430c9ddbb92dad0924aebd97c87cb5a4 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 4afb2ef750c1f60903a1b3905186bbfcdadd8839..fcc036402ad24b83668ebb4cf37d120aabbacecd 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 9b08938c8e2f21657780cadba6d417098604f1c0..10f19ac61981b2f10ec02d52028f51bd2864ccab 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index bb2b894267028f6355f8d068f8cd6a828b9c1d6e..2f314793ee7a16aaa3252ea497cda85fb2658e41 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 9ee4a2403964893717e8c7cc735d294e171d1461..da66b3cfc398c2e4a9e214d79ce2d432ed723090 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,28 +701,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010S0.json b/landing/lenses/0010S0.json index 7de58c048e32f6efb1ed5aab852e557ed6515937..6b5e6165f164220d7a3d8971040053b1da99b0bd 100644 --- a/landing/lenses/0010S0.json +++ b/landing/lenses/0010S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 16c2affda50fb2ddf0fdb01522e869784ad2621b..10c771535c1e70f27942de86c3f3eb24ef28663b 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 045167c583428219a44845b8f9dc941399a20b41..333e65527a0dbbc58560612f9acbc82b21a6ec8b 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 3e9fdab7c457a8e4ccc5458d755bcd30d2843eac..cf91b46cb36a4122519809fe7f2b0ed1949a0eab 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index a719612e7e1385abb93bc956c1db35ba0ba209b7..45be6dd32055ac4c3e87b95af363bbc6d12fb2d7 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,37 +1183,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index a3e97de5b9a019cf2aaa79cf3feeef01d417d315..0c20869f6f58ecfae18b3575707059e2c7fcfa86 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index c40124d25a05a927c21800d8e96af536e67dd27e..1e82e5e55907e33750589e190f111104319a1d93 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index ecc1059fef12b7c26b3c3d99933243d58eba8eb8..b0f62b2185aae50d4abf0dcd539e8180092b282e 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 1c3a53ec660e29aa5d2f41cf494cb78a8bae45f5..43db05916ecacdbe5fd0b12b0091f3d6bafecfad 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,37 +1189,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 0baf17d8d411eb00c04459cbb59c8fae6de368c4..9a0e226cab756fb9859ed296d3576d1eb8ac4de1 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 2738cae6ab72471a70b51445a2c13a663c33acf4..1ae7b781516c6f44fea93915f58d52992e4d9f2c 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 407b09661bc01ca6f44fb233c6b1b2156e004117..578787300b5906cd4fa9f0a00ef74904c474d3d5 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index a528bda59bb5a3e15dcab72a4b6b4768ad05f6e1..7752ec56c75930faa7cc2873dfd765b0c767d688 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 6078c85beb085a77a95534c0e0591ccbae3bb719..d872fda8767dd462e8efc02014c2520c36ad2279 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -617,8 +617,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 66043139cd41472c0a22abf820d25f66729910cf..b4ba2f526b912ab0dde9cb3461d8e52083c6857f 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 1556354633f17eadf3cf87e3583eda6d6e5daeb9..1fe6bade2d69a14be0b7b9b64a7307157abbc92f 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9100.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9039.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,19 +1157,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 8b8b350c14f92532d00e925d9944d78ab0a6e76e..8e02556677b8670907fdea80b34cacd0d38a8351 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index bcbde047c558e47803aead02b938ed2464112a12..b7ca7cfc2ef26049d895e3c5e6aa1346873714f8 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index c9b28ddd25e1bc051306a3d20bc861945b7db73d..653675a8c4d9da21695c971070aefb3548683da2 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013Y0.json b/landing/lenses/0013Y0.json index cca62ebf8e6b5c00e6e1e5e7f1e0ed8af6263dbe..94ccb1f10fc054e1e86e5a7172282e125d599c3c 100644 --- a/landing/lenses/0013Y0.json +++ b/landing/lenses/0013Y0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 796c2ab6d45ef356532d46c3596e96f8039c5642..808a7baccb0ebfc47ec3323f38451a2a8a47c969 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 7610d31b2046adb86a581ce7d6e41846d52442e8..8acee5a9f6c48ba4d055952e5c55aaf697b0a608 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index 5b9bc571d0866925c42bde71331d43b96c6ad9b7..9fa0d0818532daf79230e4a02e648ba1b91eda33 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:130c84b3fb06", - "target": "001440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.922 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index c82665f8e3af38447fb77ce0c4bbcfa5e6f29513..11ffb2914eb884816ce28b3cba2ea9ffafbb8920 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,15 +1125,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index bd0d384783b7d33cf2245b3602cd66bb52acda81..9554da2000fe3d70693f2ccba3591c704670940a 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index e9c55a17d0f7065f02c1cbc6ebe9e51c2ae725ac..d4ef963c3b8d5de637b0ba6fbe52964a1bfb6392 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 2f34213f679c69daeeea0d06c08fdb668c1f93d5..c23a9e75ee81773baf93c761646f0f90b6245f54 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,15 +1157,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index 247589a17758222d46e5f5f8c58f28680e56f3cd..4ed5e93fa13d8e5bd9da90c90d1f406657e0c53c 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -676,8 +676,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index d9447bc51c2137f4d2688be6bdc6e67776304802..88fa1d9aea36e200a09504a79bbc6af75829484e 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 263c1a2ad4390977702aeca8dc30bdf027323a20..03953960eb39c00d223ef938d6e7d18a61e27f9e 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 37fad3dfad4c56f244be0d6d962ef6b514f508e1..ebf1f3a6e3a8e2ec3767aa1bf9693aa6458d5b84 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index c1c0c9b88d19009667e9cd500170e7a12778e42f..1fa93a2a49cf779b9064f6e4c7bf2a7f6d4dbe93 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 842f266abc1f99ca005fc37753c86f1abef4c1a6..279ae7461f6ed16d4fc2dbe86c217aeb47b694db 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index e59dcc191eff228f038c04be3de636cfd715198d..3fa82c0d9294bf09807b18c5bda26f2f244b33d5 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,28 +1238,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 2802acea30a85cafdf02f07de697f9f8d42c8f71..acdd39e84413927ed28b6b10bca6ca4202394620 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015M0.json b/landing/lenses/0015M0.json index bafe9cedbb10b978c13b4054b187b4e44f479bf3..e6818c63cd2f0119d6f4a57e3577a5f77d0e5056 100644 --- a/landing/lenses/0015M0.json +++ b/landing/lenses/0015M0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index b78a540970bd680e9a030909e5673ef4eed28d7a..716f4b980e3ea1fada2c38f5258c2f49a9df3293 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -596,7 +596,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 5acf62c5fc05bb9182260c2b8115625edf43bf9d..323e99c6e6ccbdc547b7cd69b55d3aaea0dd158e 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 158fe7676e925aac8d4090a5b0dec541a89d0d01..ed58bc0cc5cbf7328e6b5611208017af5a81a8b9 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 1e3178b7e3488ee50010a238c16e8abba62774e9..6d6f861a2ac35afd0ba6c71cc74425589348b0d1 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.84, + "grade": "dCR-BBB+", + "score": 29.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 27.39, + "score": 29.64, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -918,6 +913,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index a374ec4cec87bef0ae982a7f747581ccfdcf83be..d37220272a7bf93549093f20b23a59684b3e4fa3 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index dd090252789f3f90fa0fa1f5c1b19a34ff936304..383c6bfe1d2366b80a10687924a7e7e5e997286d 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 1dc6896d6f1ca31d80493a7138e9346156a128cb..d74148e53a72b0304346791f7383be5b7466a4bc 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 19943ffd1e47737267ef52412fe1cdc880eef270..3e6d54d075fcf362abe832182451bf961514cc1e 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index ccb2f6985e4d8dffaee194c71d787c0bf79627ac..a5ad8e604d4a03135961039e972042ec5d0e3fac 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index 52143268ad1ce4e68d56b68414880bf63719b867..8b796553be5921ff3788128b9578218f591f9bc3 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 184c1bb0fcef7b97656bbb0551f7912f57f74e69..eb19fc8dfd668470d9f9ead15fab8f1974ca4484 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index bc28ad837d42baca01f0fc4c8284d50d7d3a9978..947a0b2b4273a9351c98f84f6cce8f4da6305866 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index fbd80b01b4eed3670343004433193b8edce0cf03..e41b4fd2d8210c89cdba7679ec0c5414a5df9c8b 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 6e70b08657d4f75d0f0a77d05001b98415997f80..b8df20afd6ecf62bdfb794d3fbb4086b61976910 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 48afe5fdb3b86d781dd01f0e484587fecddd22bd..2ca54615e5dbc0900cc72bb151e28223dc9e23fc 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.57, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.2, + "score": 7.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.59, + "grade": "dCR-AA-", + "score": 8.13, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 1cf655ea7eb0760af5bd8684b038441bad9a3606..f1040f44d4f0440173c9290a343550e2479ad5cd 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index 217325451b91caab7b06845fac61b05ebd33cb90..254ddb3fa8b3ba50bd8216a1688971cb72d6102f 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index b3f724085c5ba35679701a3be8795fd9a88e9032..a96b0d1cf8ba6862972c3ecdad596403430d9318 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.85%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 6a533eeeeb563185d1b7a8e950acbe100145091a..02fe2ab806801729a211a9f0048b6c6081c936c2 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -628,37 +628,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index d5d65f37c90127f21da3729aab6e2e6518a94e64..3dd3fbcfb14678a5907776f53197068794400200 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 85b7810eeae74525d3bec0b0a4e27202ab02c0f6..2e9e4d1895488d83f510bf23a5348478ff4267b5 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index 70d688591b4990b8ccb3af5b2b6f55d4a38cbc8e..81873b29a18efd1adce41edf8fd4b93e9b693251 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 1ae1393544f090793c7a19e3d2df41838ee7bd29..2cd5f49a553469d837818bfe8a2b648c9fb55cde 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index 9a090829532ae4e7f82fa3353fd01b56aa6fb858..3dead6f883b4d588d1dbbbbbcdcc017f55dd5609 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 506db6f957506280bac25fc79c70c0e0861e1b1e..7aad8a477a6404b79a413d233b3580672dd38ff2 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:476516bc6f8c", - "target": "002150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.308 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index c8018f232f7db60964131da25bdda0fd846f319f..7e967419aa8fcc93341344d2c1a547f5203e3585 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 0671cec653b4638a74c7c031a5e5c17483e40585..7b9b3aa1e7acb738f3065e55aed1d41d4181bcb1 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 8ea3c5914f442192c0fddfd1cfbaacd76a18881f..75bd92769b395e6a2c05807d05465f708051f10b 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 5aa0e8206a62e3976b751b230b8c094fbb7e70e5..202ebb30881885be91713a8bbe7422248040f933 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 4b911b58e090b18170bff91558d3f1174a29962f..43ee78710f029362211b25657a62dda7c0a8f05f 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 178c929392185e10d7c77765f07aabdff15e3c5a..5e53e9f002fa70c068d883c8ad37036552eec47d 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index 120cde6a5b68a3633cbea05aa260b147c8bb7075..26e013a1aa5c734729deca4d91fdae02827db68d 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index f60bafe620ee4cd13519d11b8861c9325f44d6d8..c31faac69c38731c4845ddb0831fb96f0901ef96 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 20d22e1abecfebdc0bc4c3f293556d207d377cc9..21f82dc5937de003828d6f92d70c101e0a47d182 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 05eca77320078d8d42dc168ba960992464b3e665..30a927e644161962ed9086bc935d16e18ac3fe10 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 46b831102b7893209844c1e44c5ab4adfc606893..b1389d291bcab3f991eea385d10f227046a4c6aa 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,28 +1260,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index bcf083d5a17e3929785eb16e53a7f3a2fdcdd061..5d8c22ff54ed3d4ddad955ceaae8795354d5e1ad 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 7af440d68a66c4e43ae511cb1996686b8114b819..e7b61a937696f6ad73fe86a4de7af86818294d29 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index cdb278b533863df62b7b7d43784b8f15f46af549..f30c60b07b00b47ea189328e9e3cc448af0bbfaf 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index 6c5f8e2c5540977c5055421d76cc15417da04bc6..4779a8015955f4bb6bb5fca96e91d4a95f734ce0 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index cd72113d37840935818ec63adb1fc5cfc58f3eba..2dbeeeca1d49d256c8c7c8a9fe5fd742ee75ef23 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 50e8bb2d6ad4290045055bebac03ed1fe9ca4c74..7933f0aa012056c25881f06f165628ffe7e807df 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 5c26628cd0c58c02e6ebecea1d0f1ee848e1a34e..26e6819991a6b7bc510ba2054442d7e3f762bbb6 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,37 +630,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index f6d9795cc8d1b2b443846cbaddf5bf597e7300d2..9aeb8888e4a64216c5492432c1ea669c40f1d63b 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index d3f2a109a13a932934112c430cf459ffafefe610..8421a52781fbd7b45c5a1865b3d3b776253e846a 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 31.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 31.75, + "score": 29.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.41, + "grade": "dCR-BBB+", + "score": 30.16, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,7 +916,6 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1263,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1304,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1572,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1594,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1612,15 +1606,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index 1e2eb84f536f3f337ce73ad2727bab3fb2fd0456..c0d1225c6a7c053fd39d6a9bac06f1dc85653d10 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,8 +978,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1009,10 +1009,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 8e117732e38f7785a340dff6e52c8224dfb06127..e22125fa5eaccf471f188249f291d41cdefc575d 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 7939e87a39013a657a4bf3ec2e749aa462dd7ee7..06e75ff90e114fda18e143bfa0c4d02ada6962a3 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1395.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1546.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index d8846e5a4ca747bb75bf15537bf94e2f43ea7fa7..fd6d6e4dd19fbb16f54284c5b535140a028a9336 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index d5a5a108cdeda3222b459a25c3a017f5284887d2..5f0c061920db1adea1279d2d17c59887c1cdad2b 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 929e8b037bc34f12d8d4970201824d29d1096f83..b828715cbffa93293009dd23b5cef95eed3cd8d3 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 24.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,37 +1271,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index 377efc137e40ec91edc100f714b53d8a77393be4..ed3c5f1ad584a9d8eec38274631f872e9427e524 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index ddfafd96e1e00836060aef605978b1d5629724ea..1bb8c8decccd8b90a530c5cdb4f1a4a8c817dbff 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.84, + "score": 5.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.35, + "score": 6.35, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index fb7a12ea07511c96dec8b50b80d4180e0c015ab6..095df53f86697d51e0ea5c09bf065d303fd834af 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 81433e6ff59ed95a468c539e8c5fcaccc1b94783..1674ccac5f37f8f30ca7da397da81cf4931c28ca 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,37 +1265,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index bb20410f7a63de0fc1989018489496cbc013773a..c5fd04f6683d51b16b3c75c94d4bd35933f9b026 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 5ca335bb3c58b1adcdf0e1f9efc0edddb74b36c4..6e331ccfe965e2c6514ae1fc5bd768b6f0ab4017 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index b1e1964b6aa095bf9717384201a271c2ce6e84aa..3d83f19b8160d5993a47bf6496b5f67cc2e84441 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 43810dc32532c63b8b7bef7cbe32ebc28b80647f..c7d18902bd2bd13512f4b7daeb11a1fd99c03d0a 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,28 +1266,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,8 +1640,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index cef700df97cd69fe795923369ee0b50ac269e15c..3dd24bfd57c9d0404a2cca002c75408842014189 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index a40c2df54dd415e5911a04f90727d9493cd427bb..75301d4d92f7a03a78d477022a45f2a5018c2a53 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index 6cf370e22aef56a24c921ab12369c9010b570d21..9d1b8021926c1c1ee7663ab4a4bb9ae4bc576fd3 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index d1a0a4df995c657ed2f0c1a1d4737944719e97af..105ed48cc74c0fb95668a185ded98193e6b07398 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 51aedcf053a9a9aaf4b4561b5ef88ba8d93f82cb..706b288e99bd8191e7d8c6b5800b74635c637f94 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index c11958b5010153a2a907eaf23125203bf56d267c..1bb47c7a9d8c6fcbc5a8ec6b464e53778f9fbf01 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index bd231386439aa6c52d3e5a0bccd83cf22e418ca4..f9cd3ade2bdc64f45ba8ff96458f6736d202a9fb 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:085e04584ed6", - "target": "003000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index c29abaa0b2c354c83db8f44678673d54e303545f..1ca26ba5c221c029c47f066e95b62c44312ee2ee 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,28 +1152,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 03eb4c4b2f2ee6c08ed8cd8a569d8a896212962d..d5f755ae0916f19ad04b312b4ec67e0f0e9e8e4a 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 14c2df32c4bba3bafbdb6162dfff654ddcf00cd8..8f371192576570e14aaa2bc4d0ade29f0b3b4794 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9997.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index c7c061fb8999c6dc9e981607059efef76bb10ecc..66e49e348dc2671427912c5f8f635ab029c616e1 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 13dd81682ed01abb8dc4404a47db8772fe8b5825..2a6e589c83978c7a69fd9528bf450bbfd434a11d 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index d8a7feefbbe9207dea6d61d0603351f789850f52..9896b5107d7341f62d3fac4b43ead079d1e5fe15 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:276e873068dc", - "target": "003090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.252 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 9168e42a42cc73b2e7a8953abf4fb48a32ec8656..c1ba52859100887221970938bbb3fd6843de203d 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 6352b58f48d92527e5f41052ada6ba7bc61d87d3..ae7580c17d9c9ee82a60eb9db1374cc156f40b5b 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index d6d8c72e01f0bd347d9794afbde6c19ae62a31e2..8b459c3a9c478c09a39794312f497bf84952dbbc 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,8 +1388,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index d1fe2187b023e3a81f14f0991dc57b879121bb3a..8427dc9f59bbc64ff5c9ac07aff2eb5201a09f87 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index e326ee52cea84bb4d1eb0df1a025ac8db994825d..bd19e4b2a6042543aa23ca37fba6e9fe12d1dc2a 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.38, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 32.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 29.38, + "grade": "dCR-BBB", + "score": 32.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 30.05, + "grade": "dCR-BBB", + "score": 33.3, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2e9b2bec9aba", - "target": "003220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 67073ea9194d1ea2a3befc373a2f5baafaeec08c..c110d0c7aa8c3e38c3f83b616cd70819d8ae5efa 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 8b5c71efa13ec7e80c25ad377be6848d75dd9eaa..e987df03b62635accad99495f15002147a347f80 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index 4b374a46e447e88f5be17d25277c8ac3c4cbe203..5f2089807a37e5deb6f45e2792a8f1a5086fdb15 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 19cfa2770af0f6b96a972f2a20cb00095d7170c5..99ce6e99389d2448ed58fc549ee08cec8db8efe3 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 9daecc4229d48157b54f1575f92480c949f64e4b..359c08a1b083099706e2dcf64ac08eb4b02b883f 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f96f348db6df", - "target": "003310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.504 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index ba95f204a3e6cd9c657d861b50ea271a32d5d662..45152c08420c68c7c3e013d803f241cb8889b964 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 7c297c934acce83a4469ee43272f5f0af370333c..67cdea0208e63fd4672aaea56359cf2f61831a8e 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 838afb76583a182d87a48a77b07c0b0aecd19945..f02c8cd36dee7d78d1185c8a263d0ae5a1092c70 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,37 +644,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index f972d803fc488b8c0c1a5a75e754bfb1af0e71fc..2e47b3870e6ec20447eaa0eec91d2ef5c2ed5b5c 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,37 +1142,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 3c12393c30d6fcf6ad4725955d0194ea05f80caa..71aae8bd6cb89c4175d1da093b93e2164fb6744c 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 6d62859042066edd2abe9dc1b7b1e009af9ea0b7..ca7a797e03799a62911f890234deffed4337e289 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 761b39b158dae624458e0888b649206eab8d488f..0d7485769f1804eab2751b2fd6560c4728253644 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,8 +1558,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 76abb1158155988475a4d8c0502ea305ceee68e7..ee29bda74a70103c16b8437e27d3d34ababd8b2f 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1068,15 +1068,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,19 +1285,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1568,12 +1568,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0e730e360163", + "target": "003490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.385 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 1ca5debce0390f32b76d79a4184af1a7d1ea1fb3..c9bf63170d2b6a5055e9313ffcfcc1394c98771f 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index be24fdcdeabff39b41d2f246a62c62340d3923d3..b0745dd5bae5f2c3f202cd69bf045a9ea57167c9 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,37 +1167,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1579,7 +1579,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1601,7 +1601,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1619,15 +1619,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 50351d3bccc2d5b77adedaf9fd25825d049b3008..d01eef0a8186c4e22bf070b87cf5506290d1897d 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,88 +1192,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d0725c68afd", - "target": "003540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 181cd4fe33574430721b7f680631230ab20a17a0..e7a0d5d0ff9f41bb0313bbee5da61967ba45221c 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 4bd11a6140fc2c07878a0a5f0199376d3fcd349d..e72bf2002c735c6374e907dc5c1907925c3a101e 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,37 +1254,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 39f66c96ee95218504f019d37e2d4c04d6d7db9f..4defc51d027d6ea737bff48c77bc72dae174b463 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index ee30e7f65ebbca477367ce535c4a4ec0d4b6bf50..e08bd4e2cfcac9eee4f71d817bd9ee46b688e19e 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.91, + "score": 46.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.57, + "score": 47.36, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1147,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1160,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1179,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,19 +1198,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1244,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0035S0.json b/landing/lenses/0035S0.json index 88dccc2856a126cd9efda21a4fbdf3e5e24ca3f6..4f713d681eae48639fc637d4c279f309b82e3679 100644 --- a/landing/lenses/0035S0.json +++ b/landing/lenses/0035S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 024c3876fee8cc3cedeeff461c57a145083368f2..112b5bfb892e5e31c8e55edfcbdee241ace1942d 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index d2f26ac5b8c4931c7b69f4a9ffac5ed6471aee1e..15b41f469b7f728ab83dc02e06c442f20055fe4f 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,88 +1467,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:140a29193c30", - "target": "003620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.497 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index cbee9b48e2c6bab1c77bba718dfc9e87e36f0f5d..04d0622ff7cd7c71f42d42a60b9a2675e20ce995 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 11881398cc703baaff56dca69895219aa0196bcf..58367b7caa8f53afc453e95c575a8310e769c18c 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 0326954d5fde96efa91654cd75a58ff729d585fa..462c5ef6d389869e1e804d1f1dbeae76d5d605b2 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,19 +1233,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index bc2c9c491883f455d98329cc453f0f791199c2e5..5b33a4214c3506c732033da77c4618ec7f54a7fe 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1192,7 +1192,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1210,15 +1210,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index 0b99d8455226ce72ec5e74660720ce3e1006413e..9df1c5eacc4cf0a44266458acb38af9b2d550e7d 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1606,7 +1606,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1628,7 +1628,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1646,8 +1646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 14e68ec81a7c74d4cbfd4af2bd339229a2734152..6991263a99e3b8af28f34b397a4ac9b18b283b3f 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 8ee547b94deac8bc7c8af6b7a81328e8fd621857..4aab58824f9f97fee34c228a1f365985b0b9bc6e 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 68a86ed543add3b3b0476c85bcebe21fee5a734a..12b73038f9b4d8ab13ea5c5eaf6b055537cd0e52 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index 9c374761f57d9e45714c1a78cc6351d9baa3d339..324518952ad9d11955fa7fb5e67fd9f19d945bc0 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,37 +1141,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 3ebf9f111272cd34b7f241d3fda272f4f07f0923..2ca836e035cbde54b9f431faaff97d2008f68d39 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index a2ba54a1881d76c03bd58beefd3162cbb01ee937..428e0e0aff2473d8319095957862587df9d40dbf 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 881feb0e53e55320225ad3f90a96ca80bfb0d6f4..4590ff818723875cdfff7cbb3a454c0f48ebf80e 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 813f208bfe50de4c28b52c6644463d9442112a3c..1312895e5a4575853c1633bf7826cab6402f7f2f 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 1801b0cf445e3c422db27147b4b971ab16b6b52c..60358a831c911fd6564e089ce2d6a6c40b440f56 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index d89e2ef8e99015daba7dcd71fc363936740cf961..ab08329b522619a9bbb534215c776359dc93ce8a 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 31.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 31.88, + "score": 29.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.59, + "grade": "dCR-BBB", + "score": 30.34, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,7 +916,6 @@ }, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1264,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index 517f53044339cb21cbe8194329c92945c32f308f..37587d35b665d1f1640fcd436ba3acfa114f473a 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index dbccaf8b320b1332b300b79a9197fdcc950b2d6a..afebedd4bdb7bcdaa909f8fff5e4bad2ee3b8100 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 67c687364182a946086e8046fd02f6abb5b96197..4a197559b33f30465bed79c40648b513449ea616 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 3a113892c0731f5be98d5de9f7f34414b8acb0a5..2effffca34abdd7dad27a9e5c01dcfb01ce0dff8 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b86cd0d8efc4", - "target": "004100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.481 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 2ab5871fc14da21e3cb0b4beea1a6323a8a899cb..d8baafdf00decb2a69c055f20f5b3a7fa1e05056 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 19.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 19.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index fc0c2d1c9b9571a328cd12ba4cd2d1668403dc84..7f4553f1d177ba756c5ce6378849dbfdd5f00b3b 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index d95acbb7ec12a4fe2a8a0706bcfab8860514ef7f..59eb3aecfa58ff0f0c1019b039814903e2ad2bfe 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index b8f81c379c933903297566c633090824c7505883..90c6ea9e6a96aa1b48d6fc80556cfcbc5f88d936 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index e66eaf4620b32c2d6f389825516dd0b379c4db8f..e47da1139317f7b8a28e92f1a6dac991948dd3ad 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -57,7 +57,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 21.7, + "value": 21.56, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -209,7 +209,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 21.7, + "value": 21.56, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 20.0, + "score": 30.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -272,6 +282,13 @@ "sourceRef": "dartlab://credit/0041J0/axes/자본구조", "status": "derived", "detail": "위험점수 0.72, 가중치 20%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0041J0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -300,12 +317,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,17 +355,17 @@ "gradeHistory": [ { "period": "2026", - "score": 1.45, + "score": 1.44, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 1, + "validAxes": 2, "totalAxes": 7, - "validWeight": 20.0, + "validWeight": 30.0, "totalWeight": 100.0, - "weightCoverage": 20.0 + "weightCoverage": 30.0 }, "eCR": null, "pdEstimate": null, @@ -372,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -494,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -513,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -566,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -653,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -985,13 +996,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 3aadf71ea7b770e43597626de01761f3b190d34e..0bd68fb399bc7ce3b0ff1dfcf29e58c464e163d0 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index 4f6f313a7abf4efc8447e62ddd787359f4761379..40d90a074e517adcc1a68395d7908076f527162d 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index c4b985c29ff5dd4a795cc018da0533aedefd7316..d8fbee4d54bad29bb5e903db302b770c59ede899 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85cde6641bff", + "target": "004270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.535 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 38c2f46be26c2372444cd93f64547224f581a054..16e8635c29ad897806855040ee23034d7216d29d 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,19 +1280,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index abba80392cb7472cdce2ff0f12875ea85e9e400c..4d5bc8620cccb5ae9e7b3e32ebec990e3519c28a 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:24b62eed779d", - "target": "004370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index a9c2e1fa41601d858b73dcdf21e9ff5b029b69fd..02d570dd98258adfb63dd24f2f52de55fb436f19 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index 4050875ef06e7396a8e5e09194ee7c58d2f28c46..68a345a8b14f4de8c5d5e11e78fcf4b4f8c9f4aa 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,19 +1228,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index ca8b953b2678b23cfd07da38ad70214c125b8246..09070b7edb200e36e5e3f531318bf29ff6826a9e 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index ca4414fc778be0f56b4168b775eadbd806ddb77c..2e0fca4ed8e9773b85723ff8fed4b4da0a3d6b03 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index 4e6951035493025cf030cea8e046709fd4512ef9..3157715b05bd89481ebab8232fb29930ce52c206 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 7c60780341b30640577e644aeb4a417b4ba9cfb4..dbbc5302dc2a39945ef3b4b108bd1ceef4ad6cb9 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 2a52b0ae7ded4639388eccfe43cd568d4e6d9bd9..345c8f9c74c183321b5bc2c8e73fd7efe9f5f14e 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 83ce566aadb57bdc45e2c8bafb0c7f87484b386d..25a4a94c7dc5badd3b85505298f4464b50ba070f 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 29.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index b512d78587a41201f7a3a91d215ac72ab5caad21..11310c19ebd6dfd808b88a133275369bb24bc49a 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 34aa8f60b2723d67b46c79b578a1a6e36c413daa..37dc0409e2fd70d7072c620343e8edb85de1a77a 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 76f7bd553628b499bdc3af5bb836e87d48b6105b..8a95a42ff946b68771c9d719afa321d3f44453b9 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 4c0b1794927689b13d24159988227cfe494dc70f..0f1c338d8a47de954418cc57a03c40babeaa0a22 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,7 +1519,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1541,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1559,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index d324460894addba5c082b25afd6099232c47370b..9d439cbf14b5be90be129b6f7b25124ebfd4ffaf 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,28 +1228,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index b9a0a4160f72d2bb8e3dbdc05777075e86478da7..7e2835ce8c9aee53dac7be849d5321edc233ccbf 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.9, + "grade": "dCR-BBB-", + "score": 29.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.29, + "score": 30.54, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index d181da1cc5a69193cce6af2890a21f400083580f..62153ee4534973fdf6a4d7afa73549e379371012 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index cba93ce29856749a76b94303291985208ad7b164..fe71500951fd39d34b543b9eb93e33b44ca1d316 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index 5089b6729db19939fe1291c73c87f4e53f0e1d61..f666c336e5816bf0720b80dbb638442aace0537a 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 53108bb38f4a19712608759fa7c16d366f21d153..f33a56db5d6c26b2bd594bd3ec6cc1a7f68b4147 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 712164e11591a352ddda04ff15001fb88915c72f..84c8c9c60aa766e2a0470847c50d1ac046c2f346 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index fb8175c8f69cd69a373fab8945c37efa53b17cd3..e935e601b8160596e73b493a210f09b6618c9a72 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index d5596452b3cb00bbe7690815315a0d2c97cc74a7..155663ac38dce7aa88a0f8e22f7661e35d16a8eb 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.10%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 4da3b090c19be34acbfc2588a7a278005d7a4d96..4a6e4525898c1becd5dadd21019debbee423d81b 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index 22e23f2b451cfcdded56f2f77929a983378d97cf..23b82ce32448ac87010a2d61055c137977c58053 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index 551b98e9ff3cf48d94fb32e5c315e4f533cb3109..72bc7b60126a583774e28b89c39ddb213a1bf824 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1ff2952f547d", - "target": "004920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 9c10dc4c25f45edd0c0a207649e8fe38f819978f..1f0c77d1c0db6f7fd3f1bf128d09a84dd3a5d991 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,37 +630,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 3ab0678eb601a582063f099289f52a458f8a526c..0cab2b22092c304ff54dee569e20f80d0270fc36 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 6731ae83da99a823194cfd7757f2f62f8a7eca6c..78ab04bd3381f8912e705c42e06f5a3e0b2275f4 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 5f59f806b4bd314a7a6b8e40a4db85691202ce4b..24c8f7c9bdc74a9fae1739442e80593d0aec898f 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index a2375f358b71267d672bf610b8f1315953f7d437..e0c4d3a4924729fda7b3078c2d3c135c04bb50a9 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index d32a5ce05f50e6000f1d45b2de8c0eb97e10a951..5b758df8621ef0b83bb77bdca607c58e1dbe53ce 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 634fc2e36c9fcc184bb4543e97c30b8c26504adb..401121b85d774b29b8671d2c7329aa76211ad649 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,28 +1232,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index e11e4e8cd5d5fa0a29df354650fd941566d7f58a..54bec126608502f3aea6e24e0183349628a8f5d8 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 7c67a5acdd152c602562c276ddf4c57e645fad0f..4abe81169aa70d04a48b2a787ca0d1eb27519b86 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.05, + "grade": "dCR-BB", + "score": 41.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.86, + "score": 42.72, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index a9f045bf5b3a27d7767f18ec2b4b761a6a18fa2f..118dfc27c36cc17f0d4d2fb463075cf7fe8b1764 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index f44af7aa3bf0f40c0aa2ea0d9785ff9384426573..9cd6089d8abe0b6f30f1d185dcc189e834f9f883 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 95be95b72d35d04365b2df6baeab8d33b20946a7..b8a5d6df56f64842f54a752da799e4a5a6f6a187 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 9d2bbc6c2cdf0735a50a413f0d0afe3884bfc2ae..35fa8e961297b985f2d7592ec1434239b5693482 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index ee0424fec30b60f43ee5f186dda4e1387a199356..f164ce100c6ee69ad2a353def1342679da4ef5a6 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index c554bfb3f9c804d7862c34e35c5fc46e83849eda..e67613a8aaf3f9567e7d375af023f1fd1e612d21 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index ce19b2680e7382264e6a3545823c270863981de5..e2ed2bdcff65f21b7b1cec5ae397f5f5d99e7450 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index 9eee4947515e29d77d085df8a984a74c959c53bb..cabeaf651448021df3879793c0880e3a5bd2b121 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,88 +1557,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9c22f25950ce", - "target": "005300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.766 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index decde0964554c05cb9bf48ad1dac26ae5223e099..7197aeeb1989c0bc982fcb1ac124abe6480f64d4 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.95, + "score": 36.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.3, + "score": 36.3, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index ab18f3786705807712fe2ae9dcc8c18945762bd0..4442f87b960164cd543a1a339617682024502ab9 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 404f81011adc522c23de53dc75ada674bd4fcd8a..7a0cb7954a069db7560d84d3e76d4b7d2f6527f2 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 27.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 27.73, + "score": 25.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 28.26, + "score": 26.01, "assumptions": { "scenarioStress": "moderate" } @@ -919,7 +919,6 @@ "divergenceExplanation": [ "현금흐름 축이 31점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index d0ec008fd35fb2d9bfcc4a2f89ac807d8785a051..d717ec6f1210f623160d4d997186ca43d5ffa8e5 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -439,10 +439,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -458,10 +458,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -476,37 +476,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -517,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -525,7 +525,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -533,7 +533,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -541,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -549,7 +549,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -557,7 +557,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0053F0.json b/landing/lenses/0053F0.json index a9327116a99c1b89cf34b720bb63908031af026a..a4c4db734b2a8a286a3c84145ef065a2d6c931ce 100644 --- a/landing/lenses/0053F0.json +++ b/landing/lenses/0053F0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 6753b6e9d986967185d5a5ab700129d2fa876b3e..955e562f06569706c3b93d006cd677f04ebaddd3 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 9effe367896afaf8710240aa813490175ba99049..5229779147e565d328c99db8682b312f1330cf21 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index 01eba70b649216990d1508b9a51cf27713526270..167034c76865cf17e9b804a27a72679dad8bd007 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 1309bd169977ef6368ba7cbfac8472285e35d234..e560ede3d8adcf84683b87daa80ac892b086001c 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,37 +1089,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 7622928a82987dc6b666659cf667522bbb4aac8e..640b8ee062700271e409df4127ae2f7652f72b26 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 8784cb195d396ae96f80c47d097ce2c4102cc63f..0477b13199cea28cb8bd959ea53c3ca8a56310af 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index e76b7a41602f23fceb7ca7106182a0dcee6b9a0c..5931d4a87c3145ae4e782652a71a1f2689d4f685 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 30e7be7f48b7bb723faa12d4b40b572cb571e9e0..50850f580c64fe11b7925b138c2ea0c0db18883e 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 5933504710b57db93f2ec3e87e94a4cd9f06e6f5..74be874c65a903b5de902e88632e5d4c305acae8 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 47503f29d094e9168be358c7105a867fa64f2052..483330639db6641b62cd46f49d199f883ba413a9 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 20de1ba22738a4723c431b7896d93facfbb6a188..f32693d92b5612ed9522a3c8e3e1e6e217d99c43 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 89b80952b087a53e9424b849dcaab43141584658..b96ba95f0fc2cdecc544b76432ff3a5bf8db8172 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index c005cc6b9595d7f848757e313de51df6c074cc91..be427c88db808818dbd9f902bb49cc0f7b776f1e 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 3f10cf00fbf7c5a280adba13613f1d1ed0da3e73..88f9fbe9af9d66e2ca1c36a100e57d7f81054090 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,19 +1119,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 1a08cebe0d3f51ede5bd2549cdf46538e0dff07c..525c5316d48e4ab6d291ee9e61c37112292623db 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index d6b8882c7a36784fea41431d789b9249ef16b301..c8c955c47e7d6c4735884c689f19f3e45048b0fe 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index e45f2cb6c69470b97f803955ccb1c9eaf0472abf..fda357fa53fb809e5fe48b48fb9c8acffd36df93 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 8ce084d37be45605cacd3d08435555ef34d547b3..597ef55348cd0a4b87ecf1c10a90843e2d9d7e97 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 86a680f755666fcee272cfbbb220052b9fb44cee..5e28e302fcc55ae42dfd39209d76ee96984b389e 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 8aceab3b20a8d895a240f7eb7dd67d24dddf6dd3..0b0b0931ed0755e427da1c2b0ee14d59d5463ee6 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index dbe506db6cddf0de3c4c0e44466e5530011680f9..bfe463c84ed07fd31240c4ddfd8e002357562e6b 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 057e359ed4655121918de0ec750d2fc088983134..2dd0248271b21a818f57e2204f57149f8ebf49ce 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 7b950fef61c762bcdde11dbebf3fe69c81f75d2b..097db152214e2272fc3fb317808cb433197daf86 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index c604c0b9beb5f3a70745b50a224a33056871176a..1d24be8ae01ad56021101ca215ffda566dbf6b87 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index 9af3a94354ba78d8a0ccece12a607aef09c34501..5da007d780083ea27e272afcc08204c3b728bc16 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 8eecdce5e5381a3702d83b5f46b0d7ff4d76cc2b..305446c21e189dd729f957a3122eed63e25f6e93 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index abe4f3ab10c4b46468a88e92646df659c2bcaccb..861e92680760377749951085f443d75a4a7dca32 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index 339b5a2406ad55e516d7bebedcad783b1f81492a..476b376409f072e7da9350b8cc2d2f1d0d56a68a 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 327b3db6af509d8857c4f0189b12e4ee3fd46b42..6268e5ccaf4aea533246835f76378fbc83f8081f 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d81b8a21cb5c", - "target": "006040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.438 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index 0ee6074f3e2aa3152e396b2c5387d6aa3f6cb958..07cc88888d459fd1ade53a47f722e4e6aeeabad9 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index b9f7c43b4b5487fe5b5e4c4efff24af60789d8bc..3192e649d642713633d6a2b4c0b3262fe7cba123 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index a19097b36ea1a1ab89d0ad1611a107da126b94b5..71d4887cd4b81c09938b46d721f3b13716b1db57 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 3694a2721b34b1ba51d5501e7d0fafc7e2695062..5ce9fef63beeafa842e4d7965e6309cd35898faf 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,19 +1118,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index e18c3f6b5aab153dbc39d1d503990c954e2d057e..579fac7b32228eac5b4b1395d9ca957d97260330 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index d807111cffb734dcb7d17044fdbc178fe81c4d77..edec861f9e57390816bc9ca122ab8565f499c2ad 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 9e05650b70558644dcc20907723f63651e7129a8..75530864bee79eba2afeec07e3368bb32dbf98fe 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index 712e3b28ed1ca591849c1bc4ba2a5d3f8a9bcdbe..da0e8f701fe42e285493919f3bf1e2de5e839e17 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 73c88df02969b034368d03745c6d45999ad86dca..57533ea75687bc499c10995e0e249d30cd79c58b 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.70%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1159,8 +1159,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1270,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1481,7 +1481,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1503,7 +1503,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1521,8 +1521,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 87a99a0447a32ab5d8a8854c3349ef0cc7ef9ff3..9edf90f48217575e4ba5b5407464e495ede9b7ec 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.2, + "score": 33.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.69, + "grade": "dCR-BB+", + "score": 35.44, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1246,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 798c224846624387e20faa3649d37b296259b6da..09deafb14e76c7dde3e1a81fe7632f32309f878f 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 21551672cdceb446316cffaef0ada41578cc733f..214f128a8559f56c01805dda7cc95c46745b48f9 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index 15d15fa611ed6ac5e753af9801e78695494d0670..3d0adfea5dc8e886d52c2f891fcf7ab0103f19c5 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index 73a23a8e6cd8e1c58ab9a16b0816efc1fdb0cffd..9cffb6a8ace4a7a7fba5f83d55103c9ba9b35205 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,10 +1103,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1350,88 +1350,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c280bcfa0365", - "target": "006370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.704 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index d36e69a45686eb712490bcf7ac9a3fdd85156446..138187972f3e335a49caca3b111addf0e5960850 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,28 +1126,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index c81bc90536aa1f84b7b12b92a82d609f53ba6842..296516b9abdb0dbbdca84c0ac95be795c8d715a8 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 58조 (시장 지위)" + "시가총액 51조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,37 +1273,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index bc42b27cf11424a27fb69a37bb73dd0438756009..7a5698d16e112f67f3c3348ff2e83bd1d36cc788 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 776.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 884.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 594404480daeec16db4999e633e397cbb91cab2c..4b803d38973f4cf8e485f682d20445699af032a1 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 1ad571d23e9c8582b139aea95558f522758f64a9..884c55c06b0538b09076afb08b22a466ecbb0935 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 154c8515e2c931bf30ebd4a819457ba64f31d34b..75fee57c3a0482d4b9cf194d5253e89a046c2604 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 1f3812595cd9a76a6d971a976cbd9ddc0604d7e7..1c17a9e7983f2ee7569867ec08877f0455d52ef7 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,88 +1596,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:17d001017d7a", - "target": "006650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.391 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index c06ded6a5c049d901920e41b6d0da2959e31d74d..81282f8c48e655bc7831d956d4211701edfc1a8a 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index eaab8a0071efb6bd817d0ccb731fd6fea65186c7..d3e03767cb9d60c7cbc3317a229f884e061c0c03 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index 89dccee5dd8622a4e0c6f28b45530b693fc4c736..e1f265564a6bb4c2111807980bb8b0dfd82e9887 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 51e11c66a8512c6d54f643e30991ee21270a2c2d..2d47dbe72f20e2b192d6581d5627450ce0579943 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -785,19 +785,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,17 +864,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -943,7 +943,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -952,7 +952,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,88 +1253,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:be06e16475c5", - "target": "006800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 404211ed428cbdc0c0efeb3387897a47541ae4f6..a47a9ba91ebf328992872e0184db200c824dddfc 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index b5feb6b577957c6acf85bcf997165badf94dcf13..e23bf7b424115d1442e78ae1e1e4e352aebee1aa 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,15 +1561,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 45eabe3ab169e0eec0ebdf3abe273187f7dc9794..3360ef28e4de5533b23c908de4bdbebedf328b08 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 1a43bd55c8d06d1e36ab649d5aff1df82a3d879c..ef2f5068b2b0b6c318a96d4f750df3ca587f944c 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 298720630365a0a03c218e8fb5fe34d8a03ab93b..e69767d7ebd29aa8a59068f7051effd18c603fa0 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index 7760697aa4d923aa1ec741139e5142fc251631a5..23ffd30eb59404e6246531d97f7dd4a94952a82b 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 600328b23f547545a3d1b21cfd1d88e189c8bd3a..c06c859aeca858f24e969fec533150edecfd1fc8 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index 3f6bab2efa1157e5fabed0271073946092c134aa..1a101cfe749c84ffb7b1eaed77e761e73e0332ba 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1509,12 +1509,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bbd9f8d1db8", + "target": "007070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.312 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 53ff01d5c44d7abfe4f7614160e226854f147fb3..b6fc67695c386708d474cf318a0c273384ded8d3 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 27ded351477559f41a5740a3459856a05877af66..2b3fc556109a01fe00af9c35d2cbda37455a5073 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 9af809c615e2330949f67c7305b08de440d1a856..0166a6ef2e069f69603101f471bada19496f98c3 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index f918f6758836d573427cbe3fccd5dbc78f75ce01..953504f51f3efa7c89910cb42c5b3a38d5361cb0 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 3e7c4a7cf8c230c7c162ba85d895192ac6d31d7e..423a90712ac770f0f126e0caa98154389e796d6d 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 10b3a99747e8972a4d773da298b1d9d79a0258b6..7c85342293b0f7d7e4ca9f4c01e6e3887672f0f9 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.58, + "grade": "dCR-BB-", + "score": 43.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.31, + "grade": "dCR-BB-", + "score": 44.3, "assumptions": { "scenarioStress": "moderate" } @@ -906,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index 6b10eb9bf5b1f1be95fada42b262ea6bceb9eee9..a54065c9aeeafba29e69b49a7a208d0238d007f9 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index bb40dc44fd61d2e43a70fa05f863e4248fed7493..0c898dc40a69b6563d5540ac95697f41b94e3f3f 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 9b3eaf4b8d5ec9ac4c56e6b13c706da577a710f3..5955316a650c4fe8d8e698a091245dcc0ffaae4a 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 6a97d151e5e51f2e7e31e6e090054a4064acf705..dd07c68743411efcc0a3f382f8b24b189f7239e3 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 2e6ec572dcbbae7d92073874f21a653727ebf875..4cf0199473730423281a6ac0891a55f3630f09ca 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 0ce91f72a1f15fac0d8ddbfd5f2b3f131437a302..a5f2f7b2c9f603b7bc9ac5aa73b24d972a7c2c15 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index d44507385670aa8ddb5988fe9a7b9e2c9c9e0f5b..2ab108c10542e48f683f05110c7a3b90be3f751e 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 0f7288519e4deeff2396094a79370192de17f7e5..00fa0ac06d39cb896b0b4297a399c32cf48bc011 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 9858bcad344f2270faa63662e3a541f1a04583aa..1f4f2e850234701730d23229b8e2ba0505ac8f95 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 977b4e6007cb33c4cd1d5175a93eba1fbe4b3246..ac49a03491cc6e0b8321398b70edf15c119b1e1b 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 24.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index d71a52bb812127d3a5d1049f41076acfc1f38053..4db9dfb1dd0671406dadcce3b00acdce446469d6 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index cae1feaf67cd499c90857ed2d9e9ad146aab5798..7183b488e6f0f72689259feff428d634b50b8240 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 27.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 29.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 9558d120408b9969d85ebd9930b354c75d675121..5c7f6370c025835537600efb277d9fe7bc02136c 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.41, + "grade": "dCR-A", + "score": 13.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.24, + "score": 14.16, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index 6fa0fc7ae3ae096a328a168f207ab340c4261df2..e6814480a4ea6c7e30917a63c254954f266ba060 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 3ad5e064f2b2da810398d10d7edda16c03eda442..c7f183a93b9f44e6ae8c065dde8273a653dac878 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 3ef086076a882a5b747a6391f1c78d7b1d281b33..2d0ecb03efb4012ec2b48b7ca1d6b01880735941 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 1b9d683a477b31821f4fecb409875c2793d11592..af4bb806ede464f5921e561ef2d28d861856ee0f 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,15 +1551,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 34cc59c23a28af36150c05ff350a141030464606..63bdfaaa9cb77588a4030686266596237c090e54 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0077H0.json b/landing/lenses/0077H0.json index f4d65c3dfc0c580c68573b6eeb5a82f884d7d2b1..db248d4ea83eadd9261cdde6f996e6647aa363e3 100644 --- a/landing/lenses/0077H0.json +++ b/landing/lenses/0077H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index d3b2e05873e28ad97f3fb6d085cbe664cc89e5b0..263499257b60d49344360b77518128e557e65c8c 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 20.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.96, + "grade": "dCR-A-", + "score": 20.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 19.04, + "score": 21.23, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -936,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1230,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1243,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1262,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85ad801f7b64", + "target": "007810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index ee00f6f96f9fb21d723865beab9ae9d6b9ffbb48..6a315e126e19ab9221c802933ca61401209e3156 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 16.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index c35a05060fd353ff608ef29596001cf6ee8d1dcb..5194885e0431bad2a598dd0f29ca4adcb2c2ed26 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,28 +1118,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 91816355789de5944c35e0c3185329bfbdbe65a5..e274bd663bd7403320888f300e617e24634c920d 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index 2adcc6a931a98589142debb9dbe27baff564f1bd..68f603d49838fc100d68dd03ca38a433b73d2736 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 05d6f225489025c761ff4630e86d24fbf014c446..a592fd3e55a46fe6959a42f230db5a84d12f03e3 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 3fef9e2d254904fd89f293b5c07496b26b8f6dae..a8cdcf16d7b4986649018007bed5d9f5f0f9f1c7 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,37 +1254,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index d1d1c04e8743d8d7eb495950ef864b67f0185b30..853d3c8c64924a2cb9c7605a6afdbed62a097365 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -642,37 +642,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index f097ae58d15ac5bcf7af16a22e9fc134508f06f0..b53b53192af03c13a83b8cfcec4cc3bf49697dc0 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index 4ac811d2627005ad9dfafaaf7527eb3d6f418fa5..6d55feb3c6dcc979e8cedebf34c2b64299e4e5b9 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,19 +1143,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 16b949aeb910c1a6ad5daf869eb73ed625ad6152..0b8de4d56049e0acdb347cb10a54619cd9f92cdc 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,37 +708,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 60678c21aee321d50122b17456fac9ab036383fd..7e634d4921fe8659cbe74169d769980ed76a7dc5 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 411838733fd9177444d11cbcbc9818775334f0de..ea9004b18157b144f3281e7a71fd11b6260ce8c0 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index 8c33e0ec0ecb3c70faa803ce84aef587629ec5dd..920a072670759d025827b8b998bc22083851dfb4 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 99c2ad0b7d667489ed3a087985e0c4117d8db374..40490b1ab71684734e8e261a3fa6b9c0bb1743a5 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d0bc13806ef0", - "target": "008350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.551 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 5f2835496cb6fbdc70fcfb48fb6005dd1ef439a1..5769a696d163050874cc6e495233374bf4e2a521 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 017f9e517c8c00a9d519c70b44c6c0f30a79c8b8..6215d24cbed98572f796b7e78604284526161ddd 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 96553075ebe363d30df0654820194e01fab6aacc..ca7b634fc05e48d21b684a87cb8153f422466dc5 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 68ee7a5e2763257d784729bb808708bd775b6a07..3e55d4268cd215c5dc4441b22c7ebfea7df4db34 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 143dcccf307754b5af6b97a9f8ea201b3008dabf..f0cb46a0f8974f1ba08f9ff68112ae65379201a5 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 4f84c2ce12a1b5f42933240895e798acc1340347..5019c0c23339b76597226ea3e4ae857a6ec013e4 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -867,37 +867,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index 69360fc51914c4e4e27e4239193bcf226f4ae8d6..77b38ce6657016c9d8f24b874c934473028bc925 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 699.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 682.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index f434d50c5f772632e495e41dadd2b1031628dfe6..ce5f9c8e1e4e6643afa1768d02e40307ba8b08bb 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,37 +785,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -858,7 +858,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index 7dbbd86a48c1b2648b2090d56202c126710e4c24..da59dc58deeeeb1eb2553391739b15e708486164 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index fc3e7f61cd03f0ae67a21b28b5d0e9c9a5c1d06e..7b2df02a416937ebe593e04a53fb28454ce2a650 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index db3aae4900f5a91d189f9aa1a885fbf556caed80..4ebd78372215b35e209caa9366d12bbcbc231631 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 860506ee69564ca6ac54a24e25475d2fcf57a17f..a7c315ac85db7ff6afd46fa5f45ad909793f50d8 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 5c0f41d02acac0d0f4affc538c9bb72fd34da595..017384baba56ac2fa1453b6d3aff422ee0006b32 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.72, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.18, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.72, + "score": 42.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.14, + "score": 42.51, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,28 +1233,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index 3df1c2a8b2373b23fc68d92924d9cef78f566ba2..68ef3d42f8391c29d312092b13f223bf2af976c0 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 59035354cceab07e755ae7d3afc91c09943e6597..55df692d7827dcc92c4c85c5c6a19ff411c49558 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index a629cf4112d36aaf2e91b738a87d4efe91693ea0..295a595aa96b2f1906a28e6e42cfb9ffb44057d1 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 222e46923169a823717c2f259e64121374c1559f..2f70a418d36caee2c09b157208321944cf9c64b6 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 623c065e6f92a0c52a3252f5b9b1e83f0e98e420..6cd127746cd4755944419ca7ecd9710bf3dc1496 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 16.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 16.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index bf5255bdcf40dfaf2a1509e725aa2ba3a7e47337..2ca2c3769e4e9b888e1ad4d223aa7e1d1146b0e7 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index b36f7ecb23edee32aced04be472dde5bfe2595be..a491487697a0a463234add4f0c1009e0a80ec544 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index ca1eb00f17f7ad4fde1ccb554d1e858f8c5b551c..0a0332be29f7df4617676b5cb707e150dd358a2d 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 092046f2706d16eaf9e7750b2ddbaa75bb6052b1..b46738add78438e9657924b306cc733b5d73343f 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 4ab5f53f376c284bc9708955c72568eeaf864f16..c5d2b037a2fec42dc12a63eaa4a43f28b4514270 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 6545fe3ca27352313f44544cb59285fc494a4e5d..25f842f277fbe72e89bfcd8e14d6313b58ddced0 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-28", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-28", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-28", "period": "2025", "status": "observed", @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 4bbcd5f2070c3dcbcde2073dbd9266dd625832fe..16978624cc0b4260c4faae9c391169de96d71c12 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -57,7 +57,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 16.62, + "value": 16.79, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -209,7 +209,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 16.62, + "value": 16.79, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.11, + "score": 1.12, "grade": "AAA", "pdEstimate": 0.0 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index 5f3dc7103971364d4fa71446cffb5169c94c1001..a71f87707c6373f34c38cc7ed0b2a2726eed9d7d 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 6d8e192c34f4272000e3eb3b19edde8204e47671..3d774b25944593a520f013d40b6097242a4c7758 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index fa3182f03c9768eb8cf7a72cb7859e6e115fd086..e67f74794789b9f1dacdc2bbb286624a5b138303 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.23, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.92, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.23, + "grade": "dCR-B+", + "score": 48.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.65, + "grade": "dCR-B+", + "score": 50.26, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index b20303ec5ea2504974239bc4a8febbdfa6d64284..17e5db2ad5c1ae73b833270b77822e5bb8266ded 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index e2648e7a10e451a993ffa8d78225053df0f6d677..a8f980904c21bc389a4cc8049869cfd49c2986cb 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 31cc7587f064d74e2fdfffec634641366090fb16..4688cd44b85e338d334220b11d965094f12463f5 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index b43c1cc78c6ba038402ff2f79ca7639e1ad13be2..0a2648f9613453ae0997f4b6ac94f41f4545c4ee 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index aa99d164c527bf91a3f9c732e71e68982871759a..bab1fb8837e02100123059e9840b34ab7f9f06fe 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index c0e9c8f4352999e973856a0992a7f5c8a182aec8..6ce3f81a5d66cd749f586f5fca64b25b805ee3ef 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index 66be1096247ea51820f4ba515c9523c74489d33d..36d2486fcc4791ac20ce226f38dd994365a7e740 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 25.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index f88a35175347d61452c76585fd98c0806b112ba3..80892c9673ffad4ae3fb5071563852272b127cfb 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 6f886dd93e2e78123fa51ae76320e1d96667b97c..0005f6fbcfda73f846be8144c880420aa5ac665d 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,88 +1514,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9084778ec30b", - "target": "009450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index a79787f645432af6cd423169f259315afe1aa6e1..8b52b331e191ed0a163baf9afe6c5c8d42d47274 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 4a3a63c880c7fbc3a33ae6b3e5fb93b10b655215..0cc735434824c1b91563b52d8e5cc79873d89601 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a09c013b29fb", - "target": "009470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.511 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 5a0b116bb5e229a521df009a7369cea3a923da54..a93f412be2962903e18ad273d744e92c0d83d1ba 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 8a80a0b248beffe2815ca7fdcb25d46b93e0d9ac..fa5605842196e80ef523be3074d3e1929fc160b3 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -764,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -782,19 +782,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -821,7 +821,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 164fab221076ffc985bf0f099b458ca1e1d8243d..18e13794123fd43ae2745f34133a9364503b48de 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 27bb23ddbb9a3955b0669a92186788f4bc36bba9..468b01a30f31e53bab0a1cc97b90617c74691c1c 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 381ed2f1274977c115a5a42453e6941245be5b55..2a9a420cab1b7e60488ea8c542e4656033959874 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index b5a859a020a7dade84caa3e4ef099ecd7614829d..3aa3241e7d4759bd7919462d72b3492d74496a50 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 608b4f2f7eb30652b72bab22662c1b56149bcb59..ede49d83a285222c9f5c609b0207dbdda813bca0 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 971b9d0544ca135e32125d3e4873c41571c16796..358f0b8e981aa0ef06af0bd71784ce829d9cc69e 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 142.36, + "value": 171.5, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 142.36, + "value": 171.5, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,9 +852,9 @@ "gradeHistory": [ { "period": "2026", - "score": 10.96, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.04, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 367b010ebe885d7ebf0361a77567dcb06246e0fc..157fab95e84c7712d43aff9bc02e8e4b5bec901d 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 532e2a47b3961299a4b9317f1b1ce9d86664ad16..9e04e67a9ffd2087ca5d93e0e065177fcbbe1f56 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:21a1fa20cb68", + "target": "009780", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index e557b8ec9bb5056a2fd7a451b94553a92802c267..1e61e9e4200dfb688cb396d59c25c3003a6f67a2 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 7e803e51e99c2fc445c0b9f532279930cd1dd3f9..0f1c72ee2b46e8a370718d9d7937b4f79a2eb4ec 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 62e1c9970f92bb8045904e5c6145173d9affdea8..90a8e01a23338b85a0a1e9ab517ff6e389871de8 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 17ca3c149c0d11551ca9716ed6bd5dd18c13dc38..ec85509b0fdafc683951a990184b85200ea1c56e 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 2b3d52db39243da0fa533c1ea17bac3879cb5bf2..5ced7cd94371ed6b7a84813fd677cd901320ee16 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 282365c172341b47bdf36376fa07f0085976b0ee..62293a7693f1d5e498adef96598d676c3d689b70 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 41abe42865be1ef9b2bbfd0dfd5fdae43a391c4a..d534be497873754b0e7923e5bbfab0ceb653caa9 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,37 +542,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index cf65a02c267b27cce9c3b5e4d8beb7da4245c833..6108c2e2e2d536ec676f101a3d1a02677c9a81eb 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index b7a05f0f270b1f9e34b60055f7626b01b5c9d9c1..f3b274f876d50bc523be4b8ae345dbd78c162e20 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index d3dffcf07fce2ddb41c2a12f68dcaddfb0cd4b45..13d3a27e0729f4a012b379b7e5a665362f61af7a 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,28 +1121,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index 49f8f84bf204ea1f74d965cf3fb2ac90f9a609c9..bbea5725157b49ea6237fa673fe45b748db4d128 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index 33fa7d7d15c68016960235d50cf495b19016aa06..4af6ad0e683b350a9845bc5be8fdecfddd9ef98e 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,11 +914,11 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 21조" + "시가총액 17조" ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 139875f47fabe2efd3dfd945b0bd710e91f9b0cc..6ac7c14c48149f90051b14316cda7c4315409a6b 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 28.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 26.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 28.97, + "grade": "dCR-A+", + "score": 26.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 29.43, + "score": 27.18, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,19 +910,18 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 18조" + "시가총액 20조" ] }, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44564d7a7d25", - "target": "010130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.483 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 50f40136224949ccc71648e7260ff746f58374ae..bab3ac1b3e542804c311ec2c48f285ea46d885e9 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index d3b7bad754c7fb309ea40143352f87ae4e54e754..9f1c01d7e4ab8d1ac34b6963d89197e6c572b88c 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 39dec7576867feb2e65dc460b44cbe3b4712d79f..921d8bb7791396d2b851238b72d8908c4f7b5ce7 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,37 +542,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index df76d65009c6eea74cf7ca2614316a0e1e418699..86789339520a7d596094488680b9c933a8f09f2c 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 502cde1e06ab55afebf356576d08c7a01c0c37a9..6c458766079a40ec52f0dfbf5acd01083e6974e9 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 01752a8c3c8b11b58668b642007a2c7c23c128cc..0ab9469260d16be314e68976e3ce5fb332862080 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index bb5b33039916627e005895c65e096d9926cf223b..278d3796c6c06f20fced3e84514136dde62bc534 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index 00c25b758e50b811a820765f9897538d5d8b31e6..fa8a44e5835b4865bf098c430c1c14becda49992 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index b3b0f06a69e5e6204cfa2d6598932201c28ff02c..21db183a3b5a18c513bce17a93a49a6863b45d1c 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 3fe2fcd4b774c8e3c296bd975bd0ccf147204d6c..0611030b43bf610a186c980c6262037925e01c10 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index a511eeae0b645a14acda7e865fac21d02df5b558..2b67a3a419f588f4058a5696711dfaebbe79e2c7 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,37 +1103,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index da7420b94868605c41f3e0c7abeb8093d3399756..5b489244347db111093df4803a3666889148eee8 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -1131,7 +1131,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,37 +1258,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 0d7b15454fb2a2e1ce83722a575d309e88ad9586..9ea5083e6efbcf91ab3e5db81e07594c00c12819 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 38.05, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 34.09, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 38.05, + "grade": "dCR-BBB-", + "score": 34.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 38.49, + "grade": "dCR-BBB-", + "score": 34.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,37 +1273,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 03ad919b1bcae26e4cd8881135487a78509d31ae..6f673168d7a1447e9ff35f67588c3b721a92cf9d 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index ba3c249e7723a13d68d91b4bd656ed2ad492ed96..3f7f31749d0acd7aeb20db90e7d36bce8e34fab7 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index a9900a699589d78922105bc00fe6a749e7e3264e..249ee6a1066cffbae13a4fc211d4ea699696236c 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 29.37, + "score": 31.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 29.99, + "grade": "dCR-BBB", + "score": 32.24, "assumptions": { "scenarioStress": "moderate" } @@ -850,6 +850,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -926,6 +931,7 @@ }, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -941,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1063,19 +1069,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1102,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1115,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1135,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1148,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1168,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1193,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1227,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1236,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1249,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1268,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,37 +1286,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1359,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1361,7 +1367,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1677,88 +1683,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f898791f0bc", - "target": "010770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.712 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index b4f0c6817cc43021a76e553a14369aa0818587c9..e6a7fcea821206e5d0cf99d87c06f35bf9eea0d9 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.54, + "score": 33.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.32, + "score": 34.07, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 9d4f0090aa19014f93d3260b64aa9d42649e1c7c..7866725a6b7edbbc5b3f64fdc0502f9b21fa7655 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index ef482c1b662c9f6d5ff8b4a569fdd781e46dce5f..893201874cd504056fdc2b72e294313bf35cea8d 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 30.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 32.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 30.86, + "grade": "dCR-BBB+", + "score": 32.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 31.42, + "grade": "dCR-BBB+", + "score": 33.01, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 3, "reasons": [ @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index cbc3859e1773317538176dbf206f3fc8dd5732b5..1043c8837c76185aa5409b8e8c0f3a8464b225e9 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index ba74fec29baec05549114d9937327655c2650d1d..cca56695497024179665eeaf94a616dfd4ad650a 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1751.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1805.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index 56201fdebdb3df22f7ecfaf1c06227ebd1fd99ae..755ff4ab7e8bc9045e650f08c7ca9fead83fa5dc 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 066a8635a7d6f444c2f0b50e2aef55147e886dca..1e3537a2e7739249affd50ca84f413d590fc5ffa 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index bb69b2b7892eedd7f92231163573155a901299f3..5dc9e09652d1f9d9956532e358f00cec184f485c 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9fb4c98839f7", - "target": "011080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 5dfee9efc9944bcaa74ea31aa9f3b1486b2b430b..a8f18afe4cfbba71edd90d680ed10f6ff5ce289b 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 4d31ee442cfdfdd72c519556d73524bdc61d3236..190c5b7b90497777a84e046222df811e80187382 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index a368e985f3a6ebbaee4f8906e947a90863b255f6..4dbad9768302553847a115ffe616b05aa9e87ee4 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 12df27164e13365b7d61b69d2c47c2b7042184ae..d04fafdf0db5c8a1eb1cc0c3679690f8072940f3 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index c0e60cf44c12f0e18f1341e60227fc4a77f595a8..3d56100dd986e39bbbece1b863a67124f69ba2de 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 822452c7a94866798d52b1cfdada942d1552c752..a075fbc08f8a2efe5948fc9113f1aa4514a32e2f 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 0b2740d5c03e1c8bb0c5808aaabeb2a882cfc51b..0696b14426e743615d90f93a338bc4a792b40b07 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 54.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 56.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index d989e8af588534ee1d216a4c60bf19608f81626c..62f8c8ee33c7a91e178201596403cc6b4bc73b34 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 82점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index a923e8f28b572cc0b60f33c30dd4c54411912353..da928a60cd64edf53c7d7b6ad9585dfab2f00dac 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 9dd7647fd71b8c2de360050bb9b1ce3ef20443a8..5b08d556de414346bb21b0d117a632c84e852bfb 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index aea8f3ab10d0b0824f61a80683d525f5ad6caa36..872bd3b3be4b712ba386f1c79105fb7de48cf91b 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 2b0857d26dab25201856b30ebf830bd541de0519..54624c14c05c19b859e6eabc9e622495e9892eae 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 820d487f54e50d3ea4a06c89c699c1553635c750..116d6d3c6adbb1462f5df7bb4cb8bdab8043ab92 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index a9040216cbeaf3725ebbb993612fa1f7398149ce..cbb2a1e871be6311cc845a3e874b3b95ab49189e 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index a7120559c1edc37d6c64913263f6640c4069f8dc..1a93ec9f6679192f0553b28c6d1fc209ac04ae03 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index 8b22ef12ddb01764115dc67e401b1cf73385c50c..5e98728db8b3c7fe0775625714ab22173f8c35ab 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 4debd2c15ccd086dcd98365a8c7f1eb9a5a7d338..048ca6a09229376ec1e2badcb2b6009a46ef9af0 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index bb330ca60208a27c9f7a50570559038b915f91e4..6c5a8150527a9cec903c502ba169a246fa95a2d3 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index ccb69b3ca42ee0c721e9b26dac2666b48c670f06..f3f9a34fb92b48cb5afb91a935a7dc9557358bcd 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.82, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.35, + "grade": "dCR-BB+", + "score": 34.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.65, + "grade": "dCR-BB+", + "score": 35.18, "assumptions": { "scenarioStress": "moderate" } @@ -905,12 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 99b281275870d805a7855381ff30a31635573786..0dd9bcc17e8784d35c70e8a08cf4129573096dba 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 2f3a5b3362dde036a59f085ec47d1e5d7b29a0cc..31d3a0a60d251e3c0aa40c8cc9b66badce1f4457 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index de7150e5ea8f1bd8b072bc80a0af84d8c79f372e..f1d6c08b353f6fc216dca1571ee11c07e407e641 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 0d153e5bd58012539b20097659729020a3cc9759..ae479692b9ec38d234804eea0aeafd1eedfa17f6 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 3e7ea9c4b61d4e5f4e8cbce98d09137b535c9176..5f9a9dfcfa8094c183b067bb5aa5a747e5eb60b5 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index cfb11dddcd2ae918901f526e9dcad115012297dc..9f875d8600c5707d6326595992eea447f1b830fe 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,19 +1250,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index c120f178344c8a52a4352caec498d1231e6827cb..350a8c968de8779449327e67e1b9e1193d9a3850 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 24.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 8f53ad4abad93e0dd4bb6d54a67f7b1005cf08bb..52b6026a77fea390eb1e7eef2af8cda7fdb52914 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -763,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -781,19 +781,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -804,7 +804,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index cee84953362e4954fb7448ebb132ad543469de63..62cf4050232a30b61c071951b9d7fb929a7189b1 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index 8fbab8e75a9b7c1555af84132d830baf4119a641..8e4758234df29d10c5021e6128539696f8e51faf 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 5c97ae3b5cc370245cac5ed5fecd27223452b4d0..3aa6247b9afde8f7582a4556aee36a639c413966 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 68008f730c0a1543c103340d0a30e0ff8bd10147..822cac8d59bd337787a908417cc107c1cdc83146 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,28 +1278,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index c1960d0313678b344753833af725fc3b1b5cc1cf..2168e1ea95040f65c0470fde45991946ac943df4 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index f96d2521a8e1fbe24c0c1bfc64887d535b811db5..b70f7b1682abf59094e9f93312ab4550ecd7eef2 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 934683b9a859309298a101e4e6004fc160c73e07..988eb2e06a2b52a29861806bb4ac8e4c7f271e4b 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index 9e22c1ed8722cea1bd5cff2bed9daea2a557c1f3..b34a9af8ac4e00efee37544707d8fec8ff22e598 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index c08d0a0f3ea5c36d18fe35f571b1e8692fe7df58..c0e36c4f04a4e7e4ab9d9859b89cc4aa360869ca 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 194.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 479cea9dbbcc35c9ef0cb166b9477d7c97e56bd1..0757eaaa22059e6e5503b6a898b55c81d6a4ca4e 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:459ed6547c29", - "target": "012450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 52ea2b638572019ad6d2bdb160dff03702fb82ce..b0b8809dffff3cfac3bac6f50e052a88df50d6e0 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index 5d57455908cf7c5b3fe079da3944d242e8f4507b..3ab807860e065cf9060ef3003ae8f33032270b06 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index 7b2626deabc5dcaa805b36856c1993135616473f..c9d77b880b46637154813d168351396259158268 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,37 +1236,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 80beb3988f69e2ef6119d337b521a8659e1f9477..59a79c925c5eba0d7c5fb371d1ab3fdd06bec9f1 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index bb46ba5a6772cb5ae4d19f579a4e607b9c599200..e425b9a4204c0fdc1cddcd7c3323d4aa1450f68d 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 8832c917d4d7d7657054d4164f4a4617a2e5f529..f12a644421dbce19bfefc32a7d8dbfa4b32ea17f 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,15 +1416,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index 8323b915e26c32915434667bbd917509ae9db8b0..c9a136f15602c3f1f197bdddba9f2f4ea56940a7 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index c73024c66fde2e3ead2dd23591f60f03fb5723e7..b2c15564051d65589a01b5eefddec9080764e747 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -493,8 +493,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,10 +524,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -537,7 +537,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index 7f0b6b1f261b9a2a16eb7d6228f32c1796ae53ab..940ad46b720ec3e4135991aa87fb7563ba4aca2b 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 030c6c6af782e147d2194e53172d8aaf65da043e..9a11d839dcb4de5a537f2c923eb18282c4b29978 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index d6662f5a9e87ef3b06d9d34732efb1f0b1c67015..b8e14beb5085f53c9fd26724d8854bdabef50172 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index f585078fb8fe511dbd6478ed3ffdd91890ee8aef..2f9882a49ffaf029d75d6fa1d9b19681dacddada 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index 023f2076289e8d80e6760a411c7daccee875d8c8..4a803cdb5d09600382708ca68d3ea7115b912b6c 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index a030540ea5f7c7aac04b9fcf5b18e77e06040b27..cb4d42f2693e6a1a5aa1abc0fc1c2c4aa2d9607d 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -410,10 +410,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -428,37 +428,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -469,7 +469,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -485,7 +485,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -493,7 +493,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 19a8b254649625319d71e947918c4f573581ca2f..93efdcbcbf301fa9a087d1344cce7b62994e5d5b 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 8e6c10a2b45ccf9a415dbec9c1aa23e45a6370c8..682f11c49e3e1de1725c9a6886c186a75b447a7a 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,37 +1262,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index de10cfa214f7d72c7001df5b6e4e96ce642aea06..231dc781150e8e002f6d88a714e29a266239bfda 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 6fe2cfd71aa956e6990a85f590c84ce6e0d6cc4a..0c42dd7fdb8ce3b5c771710a53f84c63dbafde90 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 2da41d4eddd66088588876ee78534d2df9796fe4..e84052ff7f8791780d834f33f4b1e55b57ef7302 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 5ee55ce03d884a66fdc993811f4a2952e329e8a1..436ac50a67962179ec71ef69c29c87f1bdb73d82 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index f92cdf2bdc3bc1dc1d0e607c878731611190e5b7..1f59ee1cf7e851e6e32937b2a364764765c27494 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 4ff80087c6dd50c5b51763fc6a20158a6261ab8e..6297c741900240fa57f6d07639979a4691cc4829 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index fa81ddda1f51e965c14838e68d0e92817d10a904..14bd0bb5cdc5b266e7d7d3924640ba226ed1df60 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 26cc056f3b699fc74a09a569f4ad051d3f0c723e..a4dbd8e572dd8e1fdd058354a2b12681df85c9dd 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 12.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index 891166c05d083260e71dbbf7e494f21f2071a557..0fbbd8be575f9313c5a4aaa777c91a80ab0cc15f 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index dc9100cfe0a2e67d93af63c5ec05f90af347ab01..7417e12b191a3f857363d60793b496d63db8f738 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,8 +1428,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index b032e6aa9950b2b509ec7c39d138268a9d81d51d..307f69b657ba9e817a7872ec7a7b17b838e182d6 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 7115c047bc88f636b0a8534db075475459e083d0..b175d23017200a4c361ee214d1e13eeb5fc30864 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 9a74e10d787d77d784870e153d050b34a28b1753..021981ed86a5c969e276a243fb6c12aa62518b94 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index 3a131605a214279853625fcf49aa3a40a96968fe..5353d459ca8654bd0ae3aad4b778e53736b77563 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5f7371e50f4e", + "target": "013720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 9421e2c417c4f325e5cfe45cab74ad675ceb9e67..6579e2ae8b98b12e391a6bf2abbb4501777cca84 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 1d0b26762e899999bfc7bbca91eac5e00719e924..4468c4016230653c9bc6aca0f99df5ee95b31655 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index cd6eee1f77e14cacc6f68b23eae3b5c0ac839680..2cdd820159a5f29d9dc2ac138146aa1adfb6c58f 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 3ba6586334dd8ed57e462dfcb76fde6bf33cf184..abd1a0c24714d14207095a128dd03cfc28ed2f32 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 9adc8dee4f48ae726f4474e49b5b18ddb67f0f60..690f90d64dc759cb77d9cf1f9888e1f4f4fb3631 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 52.95, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 52.95, + "score": 49.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 53.38, + "score": 49.97, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1277,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1292,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 6cc2cafbe42f257065545837ae7303be2ae3e656..94912ed27636ac8df6739a9053deac104e55b2b1 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index e276efa832296189f1d3c4e48e13a2251281974e..499298867d6899b6d299e591c736f2b47ff64ac9 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 12f67524937dff4d81c755c81e0174a68334bd44..1012aa5c994669ee680d0916d40b21942185c2e4 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -784,28 +784,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -840,7 +840,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -848,7 +848,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 69bc0702e9b324058cf64e5033fdcfc48fbe4d88..44b7dc9d8813ecb3c8e787f913862464319dc48e 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,37 +1255,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index b3aeb6e087aed0d9eee21a53e669baddf0e67155..35cd8367ed0753080d081931e26540fea97149ed 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index b0de67214e06f97930179e9f2d6a400e74b1e3a3..93751ec78430330f78178280d12ab3e18aa87a47 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 3bbaf27008bda30849baa03162d09202f1a4ea8d..06b1a7041f629ca0e924096775b515b02ce4eb1d 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 1128605a9604e878180ff8922f18b70b984b5b15..bd6b4ce2926e7650ae866064161bc53a7ef647f6 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index ef10e15746851e7b03a9f00a0eaaf9ad42e4f69c..8d68ef48b9e500905fd22ed27c00554654faa40b 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 642aa3b164d669ad4097ce355a0c95fe4a60af31..297bb9a7e0d9e95854f381334a2437d0b6faefc3 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index e98f3cfeedb6c86dc5db89b42c9490b088a87f0b..018de67a87253ba125e0de9f24057db38d819ca1 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 0f9795d3314f56cd4d94387aec7c514f591c8fce..fbfa6accab6b3318e18ae763e6948f091d3c605b 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 3c6f26325168c581489ad4d76e049e55bbd5fb03..30b43ac8c5960aa1cb4930ff6e1c828a1b0e61a4 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 393473f5931fa842d123d8b0309f2ef74ff352f8..c57bb1479c7541510a4320e89c34b75e65ff75d8 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index a9cb6503a3fb2c2749bad5f2633ee4ce6bf7860d..06e69601c5ba2aa1ac72b559c03d263a20d7714b 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index d9f470d1c5002d112600ff07b9a2cca4eb34c9f8..ea47a496da9d3cd8d5074227af14efd6b048b9b7 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 9d7154deb1e954cff29c6eec622a1ed36a5277f8..0cb342e586076b378d7611b1aeb864bba3543c03 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index ae5d8c29963409b028a6b7bd792a2bc739058c7b..6d910cb3f488dfe046d63d50eb3f6bc646190dd8 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,37 +779,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index f12497a3de53628f55b72f61bbc4f25fdc1f09e2..c98e293c3687fd0e61f46fce017175fdec17dd69 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -415,7 +415,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -459,7 +459,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 3c64a186a5d96df3e64af231adaf54b1e59e2365..1d70b71149e83023f0d875a5ddce8815b005bb69 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index 75d8db213c5cff84d10393523fbf96aeff6ce127..121a6b072a7b3dd56a400cf629de4dbe29533a29 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 20.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 6846e7633b3f54a759829c4f0ad3f56426a453d4..e863e0f9df20efdbee9b202996ed2fbd1b105c96 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 11.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index f056acb86354d8d0b9c02d5efc0da1977ea82d2b..d223b5a7ca492a9294584810ae9b67e1ad82d499 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,37 +630,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 63cd5eb80999edad6b3f46dd55fb8709b8361748..7dcb05225624a5f2604b339405848a9a4776aa8f 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 49bc312717366842ec8b9582b13fa2c6a10ca0d0..f9d118b98098781d534cf77c36efe182e0da7234 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 132.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 135.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index bfe0e12132f7245a959b271bd066b1bcd772496b..5908bf004ce15da5d47d41141da69f0dec3b55bd 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 102.64, + "value": 110.14, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 102.64, + "value": 110.14, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,7 +850,7 @@ "gradeHistory": [ { "period": "2026", - "score": 35.35, + "score": 36.37, "grade": "BB+", "pdEstimate": 0.75 }, @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 4858aeb05ff756bae680cd30e975003cb9cea331..7ff0541f9546f9eb07bd2fbc35c85a252b142c5e 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,37 +779,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 39011412fa6375a3e1a6ae2a535b3b808e03d0e3..9b942f260d7923a51a40911f27e493f252d13097 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -372,8 +372,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -403,10 +403,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -416,7 +416,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -530,37 +530,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -587,7 +587,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -603,7 +603,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index efecefcc6ed1c1f33e01466ff17424d82269dcb1..db60329e4986e9b886d503f77e38becc3b416958 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index 331a6eb507afccb722e3e466e19e0adb01e130fd..bc0c3b6109db57b0398573327656b96e27051dc8 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 3913b63aef5b74e7c485ed5d4e2eeff9aba9a77f..38631ee0b593419aa2c6d48320e0ee7f93ff673c 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,7 +1599,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1621,7 +1621,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1639,8 +1639,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index e5f5cd45fab7a619c3704927561b65c42624b952..8d6a886b91031ba22bea0d48df9780bfbbd3d698 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,88 +1512,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:622f1782100f", - "target": "015760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.572 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index b3733fcb1d306fdc00f93f480b4aa9030e0443f4..888526e8b3b5608680457ce1fc9aeb154390ceec 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1371,7 +1371,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1389,15 +1389,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index 6521ad340f45e89dc68cf4d76ae0d7f3a616c31a..169d742cea1d4a2ec745f66355de6f39b74f2a1c 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0158S0.json b/landing/lenses/0158S0.json index 1588145d25ad99ff8492a8616f1ffe11fbb1d086..e8c069c1a3a6630f24e7a2037c51d315169912f3 100644 --- a/landing/lenses/0158S0.json +++ b/landing/lenses/0158S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index b86b754d013fd1345f5fc93236d18828281f6b55..dcbe34f2901532e505a611963768036cdfb7a525 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index a5b21a1e4b07d13f0a7dc4c73ed57aec44af178b..fa61c68820a1ea8054f280870282c447550bdcab 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0161M0.json b/landing/lenses/0161M0.json index 7e56b1044f24747d00b2659332ea87cf424a948a..39d6a988da7970dd823f5be4fc5355db185c1106 100644 --- a/landing/lenses/0161M0.json +++ b/landing/lenses/0161M0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index e45d1338d06d1dfe174c4cee42f5d322e5b1a2da..e28d13826854a0c1766678cd0eee7ea24543c8c0 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.4, + "score": 59.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 57.9, + "score": 60.9, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index ae8e9efb674e8345527d21a3e4f1260074117563..ba4301bdb70eba00e7825168c939a7322b73ab23 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index deaef75aab0292007fe7a3e78794ed671f409978..7563d826533e1fe48e9e35f0e30568e7a6b16c01 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index 5b5fd9d2b1b2d668e589b84573992da3c7060ff9..2d2b42d70584f4678586b4145e47c847fbbe4d88 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,317 +612,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "016450", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-11-01" - }, - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 14.24, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 2.14, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 32.35, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.85, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.76, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.86, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016450/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016450/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016450/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016450/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 32.35, 가중치 15%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/자본구조", - "status": "derived", - "detail": "위험점수 16.42, 가중치 25%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/유동성", - "status": "derived", - "detail": "위험점수 14.24, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.76, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/사업안정성", - "status": "derived", - "detail": "위험점수 15.27, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016450/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB+", - "score": 25.22, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 25.94, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 40.2, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2025", - "score": 55.67, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 28.73, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2023", - "score": 25.41, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 22.65, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2021", - "score": 39.78, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 36.04, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2019", - "score": 40.12, - "grade": "BB", - "pdEstimate": 1.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.15, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 32점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -933,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,186 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "016450", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.48, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-30", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1240,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +894,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1396,11 +905,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1445,11 +952,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1466,8 +971,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index a90287c281220e7b6c36869bb42e85b7c0c5d1a9..61530cbab7ae287810df3266c256748c75ce4c8a 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index ae8a7d4cbcce8ec6aa1651e96eea5905745f8a3a..e0dcdd3446e8db00bfa6102f5d598dbf4f8ddb7b 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 842e7c547b5662955e6fc85f299211ae1fee7801..84e9741816a50795cc5ade97abb26b90dd51edbc 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 77bb612db4370f93932dc5d8ad5508476dec8ac2..14265b1eb7452a045fcfbfc69e6b0218c3f32431 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index 31807e40c2a90ee5a0c8cd682ffaeab8af993f0c..7c3c0c1eb5faaa3d64dc2e5ab75002f5ccf1be6e 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,28 +778,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index ed2f6cfd95941d8b08916b03019711fd45431e52..cfcd842957430140077b40f5f5d01ee79dbb3398 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1222,7 +1222,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1240,15 +1240,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index cddfdaf5ca2ee3eb94ee9bcaf62d95dbb1106224..a004d56d3c7bae05de114a418fdf1eb3dac86977 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index 0580f3f80515374cfb9b0b5bf8922ff11bd9de64..a44094cebc9ab9312e0d552d98749d98991cba43 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index f3379730f7e4355ad6d5b99e97b6c4a3ffafdd01..ddfedf1526a344b5b705734fc534202db76f8351 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -784,28 +784,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -840,7 +840,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -848,7 +848,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index f0d1ef1886c00398234b9f4b5290cdc6f1c9c5c2..a8760993ce5115465999a966e70e523026cedfa7 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,19 +1209,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index e892bb0a1a05cec21eb09e170804252e0b7d3599..46b3c3c5fdb97e93384fd39810598a09c2454d6d 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 250f80df9d2944053694a1ad8877c338c29d22f6..3c4191cb86a7f4f2ee570333b4ab00fdefbb4a09 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,37 +639,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -696,7 +696,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 83225592be24e99bc5f948cdaedabb34416e531e..fd3617ae57c89ba4fc9d7497a7c6541e98d1f00c 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index b8ff3a2760880cb5a751913dd0a47e590ff9b638..ba0453ac8e70fc5a033060a2cc0fa474f85e928e 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index 98ed61f2f65370b96c3ebd05d3ad376c456563e9..640395a2b035896700303350f464fc8f79fa74a9 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index 208a8ebbb20497e0e259ec86f55d7b17ac9bc8e6..25baa73d90c94063d9d20ea33280551a96e41054 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 625b1ec562d8aa39c65d4f5a666ac664a2729862..bc48dc4ad8867b03f9612b7df200d79ac8979b41 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 4fd7057bdad88fb477effe7c59aaf75b639d0b5f..518e5b1dda74884a6a4060074909c13a0e7b11f5 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 8c715aee54c9f0d77db62525a6271979c53957a2..06a859cdc4cb6a8377f783ccd70be25ea3a40333 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 8c2c105cf538f0b6e7566b2eeea55cab1a4c2cd9..ee97f09f04785c9ad90dc2471ec1955613f0cb46 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,15 +1552,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 24e482722783753dbbd22aac7259cca46812bfab..50838036f57bc296d6831c0210a38f5ab1d4d481 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 91a1d6abbc4b0eb1a152a86ced336548b347a086..5885cc0427a938840573fc64ae4aea96759cc4ce 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 46b19f4aba0d1d131a4383597a3775d0d4837d60..ece5164ddb8da0b2f11a57d2acfaab8701a6759c 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 38a56f46dce2ae1ec6768270ba1d0a8784bcc943..aaac9deb2b99428883e435abee11fd0c4c099bce 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,309 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "017650", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-11-01" - }, - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.03, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 30, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 25.76, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.58, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017650/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017650/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017650/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017650/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.36, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/현금흐름", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/사업안정성", - "status": "derived", - "detail": "위험점수 25.76, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017650/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA+", - "score": 3.03, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.04, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.54, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 0.21, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 0.28, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 0.4, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 0.48, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 1.4, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 2.97, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 29.65, - "grade": "BBB-", - "pdEstimate": 0.4 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.01, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -923,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1040,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "017650", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.734, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.115, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.734 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-30", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1375,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1386,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1435,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1452,88 +965,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e69cbac33e4e", - "target": "017650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.734 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index 6be1c855250a441f598cf6c99f57e2c4e7f1e13d..66724fc1dbaedad73475880f7b3dee2c226d81fb 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index ef6407259a167ce4398014c3218e8b8e3705c700..234cc764b66af4a01e02c05483dc89d73d7382c4 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -621,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -640,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,37 +658,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 46f1faf6782602f04b6f23f31e25c1cbf8719f37..38bf774dd3f7688df5c56c5af3df641d577fdab0 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index e64d33c68131651c489a8b83c0a2165189eefcb4..0f91c9c6eea5c092ae60709e81a8c2fe6a72e847 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 75c7b7a1b9dee6cfe9028bd2cf2eb0179f79dd11..a68d79d48bf94612adfe76c3440692efd7051959 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 19.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 20.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,28 +1177,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 72401870bf98733254f3d7f51a3303db58b77560..9058c66016ec392284e05fa3089d569ec98dc150 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,28 +1183,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index aab4836150f32ce5c2580806a9da23b045215552..cc85cd9877b34abdd0a6e6265ab1d4182150bba8 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 14c09d563065dedbb907d01a98ed46af9bedc8ef..542e5998e460dab0dd60aa5c734cb882c5d7d39e 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,8 +1539,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 6e6e9cb750a16af8a2399ef6daaac56a79dd3ad8..937cb22efd1204b0ec7fda6fbc45492cd2217359 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -892,6 +892,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "017960", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "knowledgeBoundary": "2026-11-08" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 1.0, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-11-06", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -902,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,28 +1119,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -971,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -979,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -987,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -995,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1003,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1167,7 +1347,8 @@ }, "statusCounts": { "partial": 3, - "blocked": 1 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1262,9 +1443,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1302,8 +1485,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index b9cc6e8796e9372cb38c8a192327af5fdb574e64..1d6f09f6cc2d88e8c67fe0519a3d79f1e010511d 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 17.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-14", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-14", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-14", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-14", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 571b6ab605c066743dd835b4607c1c34fbf3b258..f66e07d7ad21b6035d3f53fb22dfcd67de19e5c4 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 57cdf8c807217c46fcc1b45ad28eb13d94e87d7d..a86c1eb99e0a05fa641a8d7511d8dc53dd286444 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 99ac32d6f65c45c97fe96150ffe46f3eb7cf8285..6427f135f7c2fcd835775cfc2d00ca4cd944a509 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,88 +1545,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a63c050753c", - "target": "018260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.645 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index e2b2afbcd12efe02cfa60db32d401255e29dfb38..5b6d45e421bc3ae40117b12b26d127d03893fdcf 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 3f43a2becb04ee8c6119e18d5ba40dc1bfbf9291..2d1da99ce5cbc5ff1c06b747bd2f0ca8bf83397a 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 53e635379d2f54b76ae76ce481d49a2bd8d0363d..cb4265353aa929b981929be190f52c5bc3885265 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,19 +1234,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 10d4dfdcb732f4db1b8caa0c4fff265c059ddde8..c347a83c3d395bf91c01ba6f6db6a7bee7c6802c 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 2a92450bff02dfd7157d6e9f81535c50b85f5685..d003746801f88b2c9be68ac8112e4b03e9052953 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index ffacab9add70af1ab02ef10c1d8e12b1962123fb..308cbe87fa7b05197b3e757fafd03d77c18490c7 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1505,12 +1505,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a1cd5f8b668e", + "target": "018670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.357 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 64386394b8025378281b9b8a814297ff2f53f556..e9bd0275326205ce8d7dc9c85c680601bddcf6a7 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 2fc92a6b97f9c177fb608541202ac335bc244d2a..b301406b0e99b450d9b9630da9f163fd17ef675d 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index e304ae14ea2903c05ba0305746a927d0f8b2a9e5..9a6951552b11013d17006f65f66ab6cd1be6b10b 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 4a547712b07c8673b56e28ba3ad1ea87364daae6..24c2cf384872bd67c550169a5a343bbd3bee1442 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index c1ccbffde3948dc13ff6eb9f30f48c3080d1543a..b5e2362ff6cc4ba96a7cee1b5ec9b9a68d096cdb 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -598,310 +598,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "019170", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-11-01" - }, - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 6.82, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 1.36, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 28.11, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.03, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 26.51, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.98, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019170/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019170/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019170/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019170/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 28.11, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/자본구조", - "status": "derived", - "detail": "위험점수 6.82, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/유동성", - "status": "derived", - "detail": "위험점수 26.51, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/사업안정성", - "status": "derived", - "detail": "위험점수 20.08, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019170/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB", - "score": 25.05, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.03, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 1.5, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 21.42, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2024", - "score": 42.08, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 38.29, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2022", - "score": 36.12, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2021", - "score": 36.16, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2020", - "score": 19.86, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2019", - "score": 41.95, - "grade": "BB", - "pdEstimate": 1.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.25, - "notchAdjustment": null, - "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -912,14 +608,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1029,186 +725,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "019170", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "knowledgeBoundary": "2026-11-01" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.41, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-30", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1219,10 +735,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1238,10 +754,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1364,7 +880,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1375,11 +891,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1424,11 +938,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1441,88 +953,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8e8d3ffd6fdf", - "target": "019170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index 3004fcc12ac8afee84251dd400e0de13341ad687..014762846aae6a033cb0ec4ecfd6216bfb4dbb2b 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.21, + "grade": "dCR-BBB+", + "score": 20.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.39, + "score": 21.4, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 3d2ddbec2f7bdee4f109d8c5e9be1cb5f244ad27..c82b47828e19edffb8a37dea12efb598d16ebc86 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 8d92801cd8a53824202c83802123426e5aa13e89..b75a4841a218dc154a865a1d2e099bea5cdd8a0b 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,37 +1262,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index 7a61d27a90cfd7740100f10a920e63e3fd913757..bfdb2881b6758f44aeb99ae98b2b7bd18b3ad6ae 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1056,16 +1056,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fcec8d3411d9", - "target": "019490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2025-11-21", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 4c5dd6674ea31df11f2977a4db03e42b2f7cca86..fcc4e0881819303de7dcee6d0ab1b5cd69d5202c 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 660f7804a06713f5697d38c88473f494e743f1be..a00d6c7bf9cc5e810a3f3c1a6ff168234271bc3b 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 813afa4ef732daea602403c728d0ed26f948f7ff..052daea44946ed3aaa12e276eb15e8d459b9771b 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index e215380cfe03d0c6799249f668f3656ec55949e7..84d30f293b9eea699b9e8e1c8cc1bf2a813da217 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 17.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 6b415cb8db08920e881081d9d50151c25c05d280..cfd9e4a1b9218c86446348c2e127a59390e687de 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,6 +610,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "019680", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-11-08", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-11-08" + }, + "period": "2025", + "knowledgeBoundary": "2026-11-08" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 14.23, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 2.85, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 56.44, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.47, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 46.25, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 11.56, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019680/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019680/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019680/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019680/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 46.25, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/자본구조", + "status": "derived", + "detail": "위험점수 14.23, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/유동성", + "status": "derived", + "detail": "위험점수 56.44, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/사업안정성", + "status": "derived", + "detail": "위험점수 18.69, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 43.9, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 44.91, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 46.89, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 54.35, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 59.98, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 44.84, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 32.65, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 25.42, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 25.52, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2019", + "score": 6.9, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 56점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.00%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -737,6 +1043,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "019680", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2024", + "knowledgeBoundary": "2026-11-08" + }, + "status": "partial", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "medium", + "score": 73.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-11-06", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -766,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,8 +1367,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -903,9 +1379,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1428,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,7 +1457,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index 63e51c6d3a82aa10f847d20d190c5c1582fa1402..9c6c885eaf9d25025c91a0136a99120a9477cf9d 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index e907684735daa227abe36163918a8303292ba4ff..20e512e47b3aac7fbcb31695ae785012f2abd16f 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 6638a25ab5f2ff2fbac3147d943985e1b08f2742..2a7d4f435581b56b41eb03652cb555ed1acf1581 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 5dd0c837fde813a0606c0dc6b2d3e4574507edff..1e5820814631032b96aca7de1e7c9fde5e50cc75 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index c39ba7638baf81496ffc79375ef5bbe8b390bafe..c15b7d71e73cf12d524cf8d8a117d6f5c9431e9d 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.52, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.77, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.52, + "score": 30.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.57, + "score": 30.82, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 66353078a7472a109ef7bdeff6b776faa8c1129c..c7b82bb06d41ffcd04cca0fbc294c9ed5dba1615 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 9ddb4a80164992b65db6e718989bc2a4bf27dfe1..969384573cf2ec0137e779d55ea34754ab792172 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 9a7f3e308fea583c39c1e95602f12229cf6e3fe2..9a8ddbeb35431ccd54eeb2a07a800c14d4e540a4 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 57.21, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.77, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 57.21, + "grade": "dCR-B+", + "score": 53.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.7, + "grade": "dCR-B+", + "score": 54.16, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,28 +1231,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index 364089c03cc5da780c67f46fa63afdd0a0e6387f..bedd66259989056d67304fb899a1bb47d7974d8c 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0205H0.json b/landing/lenses/0205H0.json index 335f50244bc35e407648bc052997c8524917ff18..268555c5de84c5686634a4d0554dffe4ee45669d 100644 --- a/landing/lenses/0205H0.json +++ b/landing/lenses/0205H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 5c8bba7eaaec65a16339040f0bf999dc17978bd4..6ccc3e5f0605c003723ccd41ca5a192b84cacdef 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index 9363e83efdb44cc212aac5c67f4798ce46a3675f..9fac582ddcc893e3ca8db662ee2c9a66c033f6d5 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 9a5413c36b38d41567b65fd885c228a58e057329..c038696f604ffa61fa9a695cb47b43dceb998cca 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index 94aeb68456721632c75f7421d1c1c2cf936468ba..330326ac6bd9d71359cddbd5bed0cc199ac8660c 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 04300f0cb1431f474345700985ab7843d9a9044d..ce6e24beb25b7b85bc8a1e8fa11f29491e823e5b 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -922,8 +922,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -953,10 +953,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 26f048a145dbf67afb69eb82d242c057242db4d9..f577b243db176318aabba53907c7dcde927a56e7 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index acc3c8c475a4906025abb718597e511af63243fd..ad85879a96315c6390fe1e96f403f6924f333d12 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index af860d257d6866aae50355e1073da706a33dcc41..1efcae8561088dccfd588d74574e0d4607665384 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index b0b957c0194feda568907b01d96d30319227b56d..fd8c1ecd42da000e3ecfa0af0e76e9b5982e1e47 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1448,12 +1448,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a5ea490ff2d", + "target": "021820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.426 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 08c27c93b9e7ecce7eca12961b75545e2da07fc2..68fddecb94f51211c8baaf479568edede36d346a 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0218L0.json b/landing/lenses/0218L0.json index 9d45a6f730f6baf82bad7dc3880517f086efc58b..10362f97e7c9c967699ab5a3c3a65c999c27c3c1 100644 --- a/landing/lenses/0218L0.json +++ b/landing/lenses/0218L0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index b30860c02064391510e4c59deb8c2a2797c35b0b..f45eeccd308b27e1f842281eefa0720692e3c3b9 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0220W0.json b/landing/lenses/0220W0.json index ff3dfb0c5a65e3281303190b03132556a6085ba7..5735fadbe8228d60b6bc5d403afea2f881c42d24 100644 --- a/landing/lenses/0220W0.json +++ b/landing/lenses/0220W0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index c67aee116dcd492b76cc1dacc47c14f2cb2cd76a..0d24c044f069ad8024a46961c139866e04909c0e 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.80, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AAA", + "summary": "dCR 위험점수 2.80, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.8, + "grade": "dCR-AAA", + "score": 2.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.97, + "grade": "dCR-AAA", + "score": 2.97, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.01, + "pdEstimate": 0.0, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index 91bdfbc9a37201b97cbc9db1e0c8b69e8625b6a5..6696fb381da69286a6ddedd49887b4527ebee77f 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,28 +1230,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 3f6f9d08decefd88da2499710d570f35f6d72371..5a7af356e2270f33876492b9c67034b629c4b4ab 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,37 +1223,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index b7abdb67c878b2ae11376f50ea892e73967ba077..36048fdc3856b4e28eb49d74d69a28ef57cea94b 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:985d8891a86c", - "target": "023150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.757 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index cf55c7b6b56a02a81e74089b80719f96cd984288..8b3b3b394bf71bec74a3d9e9fab2a69599e12867 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 086fe770939eadd0b301c36ea3fee28cc9d6ab40..e20c83f95e7e31172b0bd043f7d379aca2a2d3a0 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 7a775a7439cea8e25a3624d5078edd914eb7029d..94fa937ea8376b07bb823b42d234bea5495655dd 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index a8ebaf345371445a8ac215cc2af2b29f599d233f..77c0d44151697e1d0c4371279e67534e426cd8b7 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.15%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index b712c3f07cdae8322be4612e4a9073c6aaffb4c0..8452b20ea0183e7c2c91a058d7802d5a2a847648 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index 2936c7d0bed510b296658253c65c247af98062f0..1de1d4525bb2e00b6c102ae37304efab635fdf6a 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index bd737440a97140e36f49dc9196f360de169ecbd2..a2ee141abb9febdd22c2b3189aee4fd5f9cc9585 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index bdb15717a0e71e782c35108cddb3df18646d34c4..211aa550cd6baa7febbc3ec78c0a3789a4148b54 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 11.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -949,14 +949,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1164,8 +1164,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1200,7 +1200,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1256,10 +1256,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1275,10 +1275,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1486,7 +1486,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1508,7 +1508,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1526,8 +1526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index 2a4b45e75fdb596967268ded51ec525fd5fed9cd..fa192e6cc7ee8474397bf6932ac3ec06cc061a45 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 3d018db0ecfbce9b7e2fb7549b948b30bc5e7034..bbfb84511cebbe9ece381d14fdb0bee7b4911f82 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1086,7 +1086,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 42182c4936caed00f2e3c92bc93195461911528e..840d87137dfeefe0b8558f0656a5f96cddda9c9f 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.85, + "score": 26.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.43, + "score": 26.68, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 4572426d4271cb3b01fae1c6e47c5791bfa46d9b..3db3ec83fc692c6345cefa94e4db2d89c07e90a1 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 86.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 79.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 0b6ffb2ac7fa792e4f331f303bd9c17580d4c868..775c046c3a40130aa4e13a10ba87f629b01c4866 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:73d275dce8dd", - "target": "023800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index fb641443ffcc0ce9c11e14502a709f84bce35c08..4bd7cecdcc6bc8b86a4ad81b4cfa06f82696c8cd 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index a5edf61b8b6b847f281d712e20ca35875da227b0..3273de9f7ec3223d324c0eef321bcacde21aaa39 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index 39cb54d06dcca0aea512d9211c59dcad736fdc44..c2baaff93d91ae00e78579d2d9a7de5f1add91fc 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index 715fa9d8d2c08538a4367c36ba30d65402a86d66..6109ff5cf4b13fb9a563b1cb7ce53ab619f95495 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 6ec118e83fbf3bf3195bd212a391e34c294b14ae..6cd9c297e9d6d8eb203da4724e2b70cc21e81241 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,37 +1225,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 32df84547385a7c94e94b3f63ef247454aa0eb23..eda8a6ae99478b0a16841351075a5a453e7418c8 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index ea6e349bc5ca38bf95ece4b3d62e548a468be9e0..bd208fc4e8bba6e9c598e0a53f01439192927ecd 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 20b5d18a29bdb108ac06dde35e7f0230c96b16b4..87e0c71efcca3a19438844fd5f3a39644041a39e 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index a8837740659efaa60ee952ecc790e949eb3de704..504c083487e19b78111327dd88c68badad2edaf4 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 26be4d956009ed4aac2f91497acc8c70637d69ca..ac7d0868d00e5fdda55e3c762e2155059dce8b41 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index a04430cab7d49df6cd64010ea5963c5b4fe110e0..ddaf7316a794d214ea86db33690d2f09650812ef 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 13695fffd36c5e9a18069e1f7cc946807fb92879..14764e9f9c489a6dcb4c6012e535835f9fce83a2 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index c9fbee683bf8ef63c0dce35477197cae9c1a7992..a63286ba8aff4ab605f196801e140906ac23562d 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index b6a0c8e4d16a30ffebf77fecc86b6e9f7169b978..d623b2dffba3e25567922f13a9be99e7075f58eb 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,28 +1155,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index 923190b85e7e31566d5066722903591f2e92d30d..c9496c5ded1e30cca8afd0745923a5d4e6fa989e 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.63, + "score": 35.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.48, + "score": 36.46, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cc0ca7a31778", - "target": "024840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index ce686c6a19854a1cce8857e47d69e206956201ae..ba27282ab95838a2da5dbb11eab0df08ce2b9ed8 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,19 +1196,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 8fa4c557965c9af4363c4414e92176ac746bda91..fb2a4d65a18ac46cf88882dfbdb2e80ecc3de04f 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index e9d8444db92fe729d65f0e4e9f9904a454d622c1..7ce1ca09776585b1039b4493af68aad1abe117dc 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,8 +1556,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index e1ecb106ea894d4591f2db722b26130043bb547c..eb4d6f271b86ce54dea52dfb114a9247f2f66bfe 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.97, + "score": 30.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.0, + "score": 31.25, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index d9de8354ce627d50a12d2febf91cbe87395f5de9..25732a0f128f8f6cf28805282d9cb2442206f238 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index b5e55e47a20127f77d70b35bf82fafc0fbc6459c..6c5d9005a39d102d7f45b6665651e48f9225db4e 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 6c48161f9cf455f7fba9a6991522901966b1e9f6..fc14828f58b6b72a454a164730f8083a1bac5d83 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 814b60e29bc3363328fe93fe4959c0a5a27d0bcf..c5e28cbba4b7697da994e83defae2a6dbe740f60 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 0d79513178fb57337bb355d87c5eb06398d00089..a15f0916dc23f7f3557e2abaf40aff5c303a76a3 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 6bb72aa868cad831f3aadbc0235bd02d0fb0c21e..0051fe4610989494423519fa3bd5d9c5f1967ba8 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,28 +1245,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 06a5d60237e5f4a7efcff7ed70adc6b103104782..764b50ec0c12acc95b7c1bebb9db09602b870480 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,37 +1261,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index b1d82974555678be2e4ba045c0509c5fd351d9cb..357e23c52a82b460f83ecc3adc31f927a544ebfa 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index bdd38bd263a39572ecc99b309c28cb74f5b6acbb..206e8ed6e97743fe2a2c55758c742bc041d82aec 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index 7cfed25246bfb9da0607983e9c1883b3747d60e9..e939f3c06a25c0b48d8f5b1aff4ae16fde89e070 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.41, + "grade": "dCR-BBB", + "score": 23.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.1, + "score": 24.1, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 3736d02f42c83e5110997ed9d31895449e14ace4..a3eaabf078ee05ac549580944c13c09c3e229f92 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2428ffb8ffc9", + "target": "025620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.427 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 77c7d8b860906a6330273bcfed6847db202fecec..91fd062eddfb0f770cf52967b6cd7cebd0a76b40 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index f8a107d195eddf47dd703d9a510d93086fb6d978..d28686903877167d78a50aa00a7739833ca4289d 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:af0076bbca15", - "target": "025770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.977 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 41a8dfe527f457d548298b363028d93adc0ce843..21c08bccc2b7b0ffd8203752f9950386d0d81ee1 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 86fcc9b79ec3416475874c069da56bb407f292ac..5edb64421df96cf3daf5d722dd3d471f5e22e251 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 01b67b086b320669bc8b4b591419c71f732bb810..416f0b6bdff5dd459dc54f50a04481a05dcefe6f 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 74.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 75.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 077bc848b013c75c33350af76cf47c53426b1e43..13073b43bd902ad3f641523cd939dfa535f0d78d 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f9f4de17c5d7", + "target": "025880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 5409cc459fa3f0ea4cb02d4cd5c8d478107c7a25..e45fd062b95a69632b762a0ef3de926cb6be0228 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,19 +1164,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 6a6ebd169f252a27cdcfe3130282d1939dc56670..d479549667861039f5308bf63ced11c471986931 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 02c4add164a07b0ddb8d7c92bdd12eef4a01fb4f..dbe1bad54282940266807dfd231ff90bd9f36498 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 3a10fe3491d4a161322882eeac0916e3a540732e..138b6eba24fff65d1c975bbd86855ab702bcf6a4 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index 562d295b7cdf5610efb1412f7deb490763f64322..979043d178ae93d9e3fc46602954d502d2c4a35b 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,37 +1226,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index f979d825ddbd26c36f6b2761e98d31ed8a4a5ed4..8f33c3163b9b5cdf6656d5ee1f86ca46688c8a51 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 60cf9e648464db8c40ed409614462f4afc169992..bf0fd5103e29d179b4a73bdf5583d4a86ada15b9 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,28 +1120,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 16f2917fe49004388db68302ddde8e26429f5a83..10f2d02bb24d9708e1cdceef9ad2721cca421065 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index df29e1203e1c75efefba8031e6396c2899bc6017..508ec31120a55f1a8d30dc6baa7628a1ecef7108 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 847c2959da926f40cd3d4243872ecb2fa34ae51c..c7acd42bf33186b5f2cbcaa957485c524a5147cd 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index 16e0a7520259db41a775d9f285cd265c4091ae15..54e95bf9406e67a1e73d0e83cef3f7924b4cbd69 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 49dbab4116e11ac2b1aa01400cfa6a2a9d6cdfe4..3b294b094926b079e6a31c57a538a5b123842af2 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index c7e5b5dfd77ca8e49da768b76c030127932b0304..805426c14185073090739261bb995b68b96f3c7c 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index a548e643cba2e2dee483effe61f888448fa31f04..c02dea519473eb46753edfbc980ab5398ce932f5 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 7d242a7d10677266e3e103fad5b6c21768545905..cd6b82d76704bb288b19366b62b6a449334fbcec 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 828c267da4a6fdca19840f281635261ac0204a27..d32dca7f09046f86d13ce0d1852bc85e51489c7b 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index dedd6edb1b06f3620be15437013a328170ca21fd..642d2084324f54705e4e1496765272024fc8542a 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index d3f0678e8ba68abc0026689a324a2f79aa890090..e77e94bc8b0784c04bd0485f9d735fb2c9ac7cfb 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -681,7 +681,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-16", "period": null, "status": "derived", @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-16", "period": null, "status": "observed", @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index b4b6b1c3208155c129f0e4ccdf773057944fb81d..fd8fb9acf94c952d2480d630dded0ca99549c9a1 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 5ce78f65e3b1ef0b7551b9d252b60d933bb3d072..236c2b22e01762cc858cb15c951c17beb8e0bc86 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.16, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.3, + "grade": "dCR-AA-", + "score": 8.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.4, + "grade": "dCR-AA-", + "score": 9.12, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 41f94887ef209a868540c92525450202c4b4ceb3..8cf9025d936491efdbb0e7ab80a82786bd64e343 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.23%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,7 +1505,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 4aa8f6a104b2eeec75702922cb9ab7c77c174a5c..e67bdd4c7ea080bedb09f2d00f083321f846bc24 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a71534fb804e", + "target": "028100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.518 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 7262a7b2093d4a7e03db6bedfbcbdfedec362d5b..4eace6bad9b3aa80efa7c08fd427f7233eaf72cd 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b154d112e3af", + "target": "028260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.773 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index b6593d0e4f80372259dfbb029517b978a3b872b9..cda66463b36556ff38dd2ced43fabee4d2a5620b 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 110.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index b32e32f84a748809259e2d4ca4803b02c0e95005..67374e300808c7bee1eb75e06796c379a89e921a 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 17.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 20.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 17.52, + "grade": "dCR-A", + "score": 20.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 18.3, + "grade": "dCR-A", + "score": 21.06, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index f8554bdafba4eae28737a2e9d5e431ab36be7ce8..e6d746ead046e85e55ce425b1a43f4219c4dc54e 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.77, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.77, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.77, + "score": 4.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.15, + "grade": "dCR-AA", + "score": 5.15, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 34b82c10062c188a5e3ca2b08c7e71395d319c15..17d22277517c5607a882fc44a9cea52dc2f622e4 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index b662309dca1f2e6f71dd09595da713b42f8e8911..1024332e02584342683839e21d1d072862de499b 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 97267e84e5568304aa3d5b228f98052188bbd4a4..f567fb24810702f07b8113f2838ad2a328a2ba94 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 9d0c1d200fb0147203c903684ad2f024a8a528ad..93ba9a28fe171401643669ca7ac77814733fd586 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,37 +1160,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 0bb5647008c51a949f895fd5966485c1a3090f6e..e05a5f62804d4160dde6e39eb28a1776c84c7d00 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index c884db7481426993d5d6af23c50240ab1760ab74..cd78fb63e2ad0bc20ff3b003a4875e680a2d672c 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 560ac1dfd91573c5907216c7d71f872aa72f4316..9e92a8b92c168b1d11545af72817574e361a009c 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,13 +910,13 @@ "reasons": [ "중대형기업 (매출 28조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 12조" + "시가총액 14조" ], "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9420a035ba20", - "target": "030200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 8a0318350c57962960e8d0341d919e53bb1cec40..28cdc08aa1519bce351e4bd48dd410efce26e52d 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1131,7 +1131,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index e003ae56b49200ddbe3005caa515149f370f47e7..52032dfec0cfc9535500d6e259efbf4b70ed57eb 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 3f245beb1604deb7fd9b364256e8c5dbb8bf7065..3255bd169c402cc870f738d4db74f1a93e59e3f3 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 10dcc2ccb6b2ffbf4272cfd16a4545c401d576fd..bb4685fbe166a3a882c08e6134494a1a2f41b77b 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index c5551612b84fb9833d4426f6971200112266e075..069a14f3b9b6419972b3f079cc6e9d6473d2a3a7 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d5b31c61a51", + "target": "030610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index 8aec1a00681b11128ef156b7dc81766ecd307b2d..ded0b70fcca6b3c5531418f820e0daea55214063 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 6677cef188c91259fd46fe820ae3995b6554e0d4..93aa66c530d5fce6931c6431b231b6fdaf272305 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,10 +1077,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,37 +1204,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index bddabc10b8aee1532c2221d9126ef94f5a6ee3db..5d4fda9304a7cc1faa9a5868119462be87d8ce4f 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 0880c45cc44e6a3685a9e23460a8030a42b15013..241597c067afb9b7460ce63e918152c3cfcc9eee 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 785a5350abaed476d76e10b23d65cc033c69d5b4..c5ec5cc7c26e771a6b5470f95654d67fbb088100 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index f6a2e375e88ec02a0a9ff206a57746de59677167..c075aaf937038d926c6a79a56a242025f34576fd 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index f0109b49f59332bd139b046918e5257a5fca9d96..9f21c40d3657b89567e580e6edc0f170f01391cb 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 14c17ace8cdec019806590c024de48374119e4c2..d6036941ded914c3053bef82f849bdea6c75f95a 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index c9275d30c17ff518062bd2f311cb4f2946e91d97..7dd558993a2259fd7d6fc25520c988546f45ceb4 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index fced1452f29b96bc34d9467e0ae73a3afdf3493c..05e192d47ac3b2c498fd4447e68f452f61b1ba0d 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 19.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,10 +1201,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 6db54c1d075c306e97b892c797dc181c345b05bb..e49a4215cbc14e669c9ab69842b5682e0357693c 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.55, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.55, + "grade": "dCR-AA", + "score": 5.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.61, + "grade": "dCR-AA", + "score": 5.3, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 75e92956a839387d94bcb0f2e0ed5ae1f05034f9..c8bdbb3ac157de3b28119522bd3e510e42087227 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,37 +1019,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 33c03309da87e2d01c925a7d01fc74971a8feb53..bc88b2a96934abcc8c260f2f8803908b75f898a2 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,37 +1235,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index f0e996dc5ab5d409e731064ed0fa2fe936f1a14d..b5bad2cada2a99969dab12e39c97b138e532987d 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index fcc1bab60f13a3e039078493123aaa2251ed47fb..cb48445a66b5d75394cf951bc42ea3ea19cb91ae 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 46.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 49.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 46.29, + "grade": "dCR-BB-", + "score": 49.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 46.8, + "grade": "dCR-BB-", + "score": 50.4, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -927,6 +927,7 @@ "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -943,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1065,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1111,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1154,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1264,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,37 +1283,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1323,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1339,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1347,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1355,7 +1356,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1363,7 +1364,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1687,7 +1688,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1709,7 +1710,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1727,8 +1728,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index cb9fa6db55d895e216de9c7479bfbcc777899611..5e84f812af1ee76f5208666c89022fd0dfc386fe 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,19 +1238,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 869c490ba16735385e301b9325efe5dab2530dde..997fdc221c9c58c6c75585b100788936fc50738f 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index 3ddee874856bc6a390d17b1def05cf6d9a7ec9b8..c827b93ab307027bfadac4348479179cbeeed724 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 18.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 509125b71b2621c0d38ffe3e6d15a2391d43592f..dc0ccb00aa66a32af39921f5f21b88f5d0b04a0a 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ebb9abd3ffd5", + "target": "032500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.377 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 9e0c09e75c5ee042be7cf5e8649cceb0364be69a..0298ef932976948ae1f966dfd3e4e7fe04244a9d 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index 7714ac55efca7df802fdfa518434f134dbcac220..065fc40fe08e52e4507838d151d548523e4c7498 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 53a10b39b00681cab98e2f5da1d85e13cc48ffd7..0380253cb8459c53e4ee2b0821fa7590bb4434ae 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-28", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-28", "period": null, "status": "derived", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-28", "period": null, "status": "observed", @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,19 +1244,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 0e0992afbec9c1d639cf7ff1529121318a30370a..def62665557503ec6db3b94901f24e9921b7b29a 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index 2fe780b1d1f376463db4c34516769b97e207ccb2..53739c0d2dc014c83b2ebaa5627cd4fcadf0bc32 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index dfaa6769c5e04830a08090f730d6eb82a33c3512..57ac81c585c6af8f76c1b7866864530c10800c3f 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index b7d87544281b39677378fc648112093b82aab22c..5c8e36661688eeeee7b6bdf4292c22bcc9a7cde8 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index b7910524b0db9c65f8e1ab7a8d566d7cb6826c55..1d28ecb96f7eaa397cae4e574806c4a177b40455 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 316666253a397359c13811feb72cda9b4ba07315..b2446b670041c027e0b498d02f2d5eeaf5f5d79d 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index e544e502fa5f2152925be645cd6225ab7c753e5a..b164576c8f798fa74d908fd0030ff53654040b8b 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 9cb8c2be441e7bb607bbd16bc76aa6a626e1715d..900c7681762e9a3b6a055dd80921ec25d5275a49 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index 267601bbd23336e81d13c8076437a6cb98858397..99b8d2f7d1a8d82221a2866bd2bbbbff385c2a53 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -669,19 +669,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -748,17 +748,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -827,7 +827,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -836,7 +836,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1137,12 +1137,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:815e85092d6d", + "target": "032830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.958 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index dcf3600e97752b57df28477e8566e8001bf2c951..06ead0fa03d5b079243c280ec24d9b0e1bca3ae2 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index b86f44d6b6a7adaee7ca7aa943d19dbc163e5ecb..eb23a94a6d4ba5d7054a20e35475803db9adb010 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index e897b9f090eabe857ab875119c057a0700db4b24..91a5ae8d571240ba50d4d42de1792579e18a3bef 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index 3e0b199d328b1c9bd4f64d964b88815fe58038d6..b72bad560baa30b54533e1449eefd4b8dde896c6 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 5d03c02f45e737945e8ee691a6e3ca647bda7338..0238df4099b5776ce8e46e2612389da3d55133d8 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index d629b5d2fa98ad7b466f438c7767a7d3431d8464..a211299447088c74b308d11b9116a5c7ed83f111 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,37 +1272,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 42e686de9be29e5af21597e1c5667c1f41692171..45f31c7f65fd8af81933239127e0a2e5e0e2b247 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 9dc1e1180019e820c43c6094d0b7848a7496020f..e5dcf24f5e93d7ae9eea2308a382bc8ad5683fbe 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 9353b5f383db89e8c0ff82ce086e766bc9d16f24..958f6d0c810620ee6a5ab163b36f46827a3db9df 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.31, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.25, + "score": 45.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.93, + "score": 45.89, "assumptions": { "scenarioStress": "moderate" } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index dae4e8a054832a01ad1744a526e6f0799a363d4f..4f6ffa2bd42016d0f64b618c6e2742f3e618c091 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.00, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.2, + "score": 54.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.9, + "score": 54.88, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index 1238b2579b6095ad587fa2a2285c7d70d34d16f3..b8cc316df1648caecf0af0120fed199813c738fa 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,37 +1266,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 68738aede996bfa5afeca944a887a79f2b095c90..683515fe12dc4d01a5b5b98d23806660a9f4f32b 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1185,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index 788b289c3a808b36be034088b2888cb3a70ac94d..3e1a673e55984cbb7a6c94eedaedbc40a37465cd 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index a19b9ae1ccd608ed3bf5c8e91f0e18cefb9f66ab..26055045b706b0349c6cd163fd6c8e3ce81733bf 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 00d65fd02f81ce900a98fc591ac99cecee937d0a..e523258f0e67f98f4f1970890db65bc2f95c69b9 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-05", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,88 +1433,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:72dc6a96479d", - "target": "033250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.573 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index af88d9c10e06498f08a4a0a1ebb7dfd1e702dacb..97d6f856ab6ed4bf2cc012975da41aeaef342a23 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 5d313486521d5a39686d36647e7c582b7ed0b3a0..14848f56a157af0722d402a1c681fcb94593a98e 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 23f333513e6b2e42b80e02682fc28359d054c166..d1db8fc2c88931c32f16866b7ef3857f5ec33f83 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 4a9a34bfcce3eb1468999e2ae7bfa929684c86cc..519698db42f5cafffd7f82e914e946a7260f68e5 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,37 +1263,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 5f9e734e8b1a22ea8fd540bf1146b8753123acf2..bcb0fbf5a965511a7506a87d7f23f3ea9e5525bb 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 66362c03f70ea14cdaa6ad9557c3e66a331b8f9e..962d93f9cdf8ff809f2d5a021bd22cc46b66f9f2 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,37 +1159,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 135a1cb213b04bbc3231ae56dba510ca6b41deab..e0e17f01a40cca52c0eadffb33b4b46bdf8bce51 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index 2033ba0c8226ce112ec87045c3d2cd493add3d27..a9af19bd0c7feb48b0d890cc7083180b289bb426 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index 0a269c174dd6d5d12765d4f1311d11fdd5110f67..c76e9d88745a15b8c196ff58e8102eb875863062 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 5d334c2d593e0ed2843d29c48f5170aa01620b74..ee80ea588aa385ce27ef2e1b9df13d3691056d6f 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 46ef201d9aa841aacb07bf919df49da371153a72..370234a25df3c60c604b0762e9687957d15b9b10 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 9e8cfb89dccfe60c00b846eb94af06e095922935..eec63ca6f10fec00ec4110a03b470f427e5109de 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,37 +644,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index ab59ba8850d4eafa39915be637bab9b7b985c897..e937e0d28d365a708c536821975b4b95d8be1765 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index f2a4cf4c647edcfb908a90e7c2cbccf0c047c423..00c20bf14523b1aab67b87610634b4dfcc88cbab 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 8b0c05aba21a743e493171f9bf11062a65ffbfcb..b143aa6ed4814ded26a5d0180fcd958199fdee18 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index adeee7ac539cdc395ab13326e93abd4aca66f777..aa2fdfdc8ae271fd7d60ce68d55cb437e69c0e28 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index 1eb8e9eb8f535f21eb8794468ebea3d315e671ec..e0cb97ef99388863eb4ae0c15cc29c8a2de1904e 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index ee5c35bf2edf1e80d5d6ff2302ff658d75e45dd6..6b370b50c664a4ba6300fb0755783f075aa3f974 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 66dbe3f15eb861f78e852ed7b453e8834d0c7aef..f6602a537b4540f61a81be2ac00f38810611b8a6 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 51조 (시장 지위)" + "시가총액 40조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index e057a1faf464b7eb384966b489ba5e921701023f..69cb831db7027db87ca18618f2a919517adc2780 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index 8391470ad8ee9bfc1468bc9227894565b9fc9715..da23f90067ce0c401a38fd33b2f84f38ba340329 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 0c1dba280849145486fce010180e32f68d64cc9d..d3533cada59d25afad19d829c6066db2df15dbf8 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1b75680f20af", - "target": "034230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.496 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 639c434a2ae3ebdd0e442d26cd864890fbd6b34f..af22190f5bb670540e0145e6d951c8cb2cc0ebc4 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 0e2f5e21ba85cf94d7440840b8c51b2513da3c74..9f4dcd8ce778a158240db2f19e8ff1d26d525c0b 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,88 +1412,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1c5753c1f515", - "target": "034310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.446 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index fc416b30acc64121282e220435324774b179120f..87a121b9ed85ad711ce9be6d1b40204b39d5bde9 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index 33b6de47b896a174a23e6caff5f360af180afcda..9c4a144f20cccd6bcb4132bfe4d8abe44b5e8cdc 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.12, + "score": 23.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 21.85, + "score": 23.85, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 06033342318bd616fce047babd86c4e3c75649b5..6c775db6734d47b3dd6aa42a5609556af6d0c481 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 2730fa1f05580b801ca53cb7e7d5b9681b8dee25..e536bcf25d71728366591bd274b67efbf7181447 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 3f4c4678fbf91b50a9df87ea15c45433a5afc00c..4cdc843565bbae68e6ca61a884e7a0af69e70d0e 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index c78533738038d02a2dbd2a98a0fc990a10a169fe..24e11183019328d7836f83441ac3d4b0b5f062ba 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index a4a6ef18be4ead5f07413997aa3151e09b849683..3f163f0b5a5f3e2a2f73aed94a1fdd8263a93a92 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 72e876cdf4ed909e5457cca7f10dcef8defca5f8..20c226685cf9b23249001bd2cbae3041e8b06fee 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index ad61edc29ecc95e2c9d29a7249034a4b106b7b15..26669d9f57782ced0f1fd9c7e29647d0921e8ec7 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 9e7151824e9a39522e2f4dd46a58381b8c0eee28..3011ee18a7dcacc03cd38424850eebb41a33704e 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 50cb83d747ca1835bae46370dd390809b7c4dd4c..2dad7a0f5e8d4049c5cd392129fcb0c0f92be6b3 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 94ca39581f9dd35896aaef40a8f0358340bbba86..dafa24ac0fa0f26acb27a063206ca5c7f75ecd5d 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 33bf74a752d1a920216ef15c9b100b7a55287c1d..f001f4644fd469698b43c9d15a2e6cd334001ecb 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index 1af88d284cc17bf5216dcab88c292b27cb097ec7..ca1518fdd1be58b27040d823234fceee1d7b74ba 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 737d0ec0b9fe506a51139cb1916af58d0748f439..2cc132ed7283af24e27f6b0e1d42df374d83208b 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 3150a9b56eb78c9d01cf8e421e556ff1ebcd8ac8..38461793e5ee356763356537de6a472c35dde2ad 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,8 +1553,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index af5c68f268c1400e92ce21fc930ccf1a4f19949d..76f494291b426343911408e10c5ec4983158b09b 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index c23b97bddb61072483be64364716457fcd4e79c3..8ef24253fb3718868ee180539bdf04f40ec32822 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,37 +1262,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 9032d0cdfd29545c19b1172d4341a00b3143aa90..dcab72e06ca53c9304ac7417e5bae7f135035ccc 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 32.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 33.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index e51d419f5c069719176aa8bf48d5e3879a9d58d8..7b5354ef4770f940e4e9644839b895fe692399d8 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index ff0cbc0adf0df77145130e232ab5214f298b6599..f2fac06bdcdb6227f3e53229968d8ac5a09d58c8 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 5f9cdf80a325218d99edae0c40c1986746bdddbb..a883f5b7717d30e1624dfcea1f9a74418ef0056b 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,8 +1609,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 6bc1663d58f18a85e5a971918af7612aa962c301..e70ea73dfb5e56f6e17581c17b3108fd40c12e6c 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.47, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.06, + "grade": "dCR-A", + "score": 15.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.86, + "score": 16.22, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index 2e15f5264e27c4dd065cc2159b09eb26084c4018..d2dc905a6bda9b6fdb6e38ac6b402155892b1bad 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 81599407d61da1072ef18b6a14a6bb8bfb0a85e1..7a053b8e9915592a588061842daa29894f9f544b 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 3ce8b2fee649ea089b5bd3591119ca599fa660dc..dae37eef3a5588d9cabe393189301d9643e76c52 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index be6253f7a59adedb994aba8a5babec9d421f38cf..adc36224ab0e26d2f39edb4a63047fd3e930825f 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index be2b7c91f2f8dd20ba3cff8567763915efb18967..8d364bb7fa206826cdfed8ebc6485b76b2af9716 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15b0600f5816", - "target": "036090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 0b75dcaf3e73b6a927ed336a0ec68ad050992668..bae2c7eb130090b664a0d745fc6cdb11c856ec24 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index e78a1a08c70c6dcfeb824ac771db714abc891991..9f4169297e08858373f44346e34bcc026f93747b 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 38072c347d8da755c8c76288a58656238d5e4290..25dedd1235e5366d5999378d727beebec5d68ddb 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,37 +1254,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 0069349576d0700f76f68f988ec938ae63ddb5e5..7940f27c25b8313c6e2867ca33f3f6db85494957 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 1db35af9a2dee1339b4e2765ecc9d7501fb01699..eaf94fee39cf500c6dc64fae48a65b93e7496235 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index 1c7eeb1376f78ff02efdb04e3527ed1f23830afc..51282e8c2fb3be62b2ba2d59f6fd1dfce8fee411 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 68defddac771383658f32c1702cc942dcb827595..5c1bc60808b88ddd00dc17f09d7e3547643d475a 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 185.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 190.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index e1437d71cdc214c1ca35182d67d1bf409f7a44f4..51f61cedab4b7ee302cb6f74768e82263feeaaec 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 2c2705232a8f875af0e1415264de7860fb9c666e..abb26730cdb8af5555b2082c3d11179ca4359852 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,37 +1236,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index f4052259635d410edf895e2c9c0c5eaf162804bb..3c942b42ec61641b36386ae007dba67f4b9fe111 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index ea74b33f9047f11419eb6fc7b1f8893cf5379e12..f32473c1fb2ad7c0b9af80f2d2ebbde66acabdd4 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 22.96, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.08, + "grade": "dCR-BBB+", + "score": 22.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.14, + "grade": "dCR-BBB+", + "score": 23.03, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 704771848de53a4953e26937167bab3bf442bfd5..9536095d5075c10944b66547d327587148e215f0 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index f945aa5a7e67e6f53275c69ca363cbe656cd051b..c6c04fc5d7fcdcb87adb62494f0e12954cb8545b 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index 5c73e5c0c6874564eaf577ab4e1f264fd351a71e..a70f275b72c802903fd8193d760a28880cc3743b 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 1e602615e805352d7e867a646cfc2ffc8165e048..420cfa69e8696b8e3ff3adb636dabca8e08c8229 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index a88954665a9e916bb92761fe3d7a215ed4a5aa82..fba37be47076a66a32d11cb104d619033b6b6a3a 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 7861e08790111851877bd3306ee7d43a068d8854..8dfc389cc7d1895492e04bc274bff964565fddcc 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 0efaedb58b12b085d8be4599a0e13ab96981d59f..7ae56c56f6e63faf7d52b776329f8f7dc71bbd15 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 5cfe9f9ba4614d5d98595ae0afcb48e9ef9303b7..e4e83add0e15b462cbe823631307b47c9c24233b 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 3ee6079efddcd7c1021a1bf5bf6eaf4a52080168..32558cb7c3f1415f1619db7526881a5a1be112cf 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 49.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 46.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 49.86, + "grade": "dCR-BB+", + "score": 46.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 50.38, + "grade": "dCR-BB+", + "score": 46.78, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -918,7 +918,6 @@ "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 10dbb7fdf59530c9f99fac82b7d638da0af1c9da..ac855091e7e5079fab66ce5814c71c8bf4750e17 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c1fd2bca4d4c", - "target": "036800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 8d34b69300801a1a9c7684f3ee872ec486e4ea2a..f12986edd48c25f7477ffa2b766614c655982d3a 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 14.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 8a48658cdf7d0ef86e5376be8497988e023d297b..95dcf1d77b49ce6b2e82f8daa153649bb4991bc1 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.02%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 977005baec688c366f8f5e796bd76e2e23ca5d27..bee9ac86a995f27ee7c52f3d25c21ec10b4e2035 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,37 +1268,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 3add95a52ffc455b86342d7f67fb1ed590bc6d56..45bd373d7fe6ecc3a2941de97ae6cd1a2d0cf11b 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index df3de72d2028ffe9814c56ac5d998a127f1c8c29..e61927f93cd38ed7a783f613a8240624e4368563 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 5c63bd184fc489a37a610ce99df2522905acb5f2..ef0f36e3c7a7e199d6f8f26e7eb60518a08ed1bc 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 2ffd42a7ac0c66f51c4d623672e422e77626e16f..2f8021b4e4fc178b42e001126d62df54d67ca233 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 9cd1846c7ef88c3f57d5c35fa762cda708b13033..50a2f4bb23678bf95afcc1864d222199572a8d03 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 2a010f855f2ed29b0141b307e637a4735a51a618..9589ce98ae021db14d6f3abfcc797718ee77e96e 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-07", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 34a4827add0040404effbf5269f6f09c43a9c6da..1f094ee44a6d210742877c8aee3974ec78bc8d70 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index a1bcf6eac55e7d5ed07e65b7925e5d6e213d644b..a9e8a3fdd49becc6382147e2b87c0c07864ae5a0 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index 32782cdb8ce9f4caf4d56a5bd9387f6fe3926902..a8547af226363163f4a307e41bd6975fab9235aa 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index ca6db99ff6eab63045233da36f6ab3534a0a5276..99ed1bd7fe585e4312b1a95b638268451742fd73 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index c6f0bc95fddd504b7eab425499ed5c136a153d6a..3c0b0bf4f3d02fb8cb82ad3f0e8ae58cff0aac62 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 993fe22a2185431168089844cae2548e4594e8c5..bd66659f6d216e0af14d31b66932518c38f4188f 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 97448b5e1c0179c119b93cc2131f9dc54cb4e057..93e41ca4b7277b21bed6f957f62d1c08d47e26d9 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index 92e1b783f34d363b6729653f7cf3ff9d11bf7197..25b66534850cd5ec12554bc8299bd4e92df51c19 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -558,37 +558,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 845f9ad7e14b8856bb1efd142f0cce305f814674..9ea407c9bc74cf533888b348feb690b25c048ee5 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index b4d09de69240eeb5be24d3656e787b40cf3b1f30..27e143ef5a01637df7c54f41f457d8477737a7c1 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 0de3a7f5a1c7fd542e6296c489423adbf4c38620..a16bc580031dcebdf2b8ff1a53bd6d7dc44b47d4 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 995a91e1f8cd9dcf2ad3f59bf7173a00632a3dfa..875d38111abf8ee3f2a9697670993943838b47f5 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 5ee2a1e99fd924e4c99aba485d8ff361a833b94b..3eea6e01789599827c5e7fdbbac26a9af368e05a 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 149a53e2f9866e065987d503fe28d06e4b091f31..27761d67a235ef79476daa83fb66f61877a9cb57 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index bd8225bac7cb2f301453c7cbaf2e065b64225cc0..46c9e9443b19602ccbd537333633280850ded60f 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 19.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 2c1961e20da2bbc77238399838d516f5683100b8..b9a426ef47e685780204a02dc430d33ec63f7251 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1036,37 +1036,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 1a442906fd5d12748fbb591cb2ac3985ddc0ffd6..26d94ad596c0814ebea89ee316840c39d0230832 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index dcf45446575f3ac1f023429f4266d91949b08cd6..209c9c548f88547107dc736949900bad1b12624e 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -644,37 +644,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index ee60addf1fbc4014cea20fd71b03f6037a571dee..93ee1a7535a4f0df9a2c35aafe5628c42a325d9e 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,37 +1262,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index a91178c7b3f4ba7333bba0bdfe017aaa5e97297f..2d57584c1084b91507f62028b616bbe7098f0270 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,37 +1244,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 1e10d09305c8139ffaa03264416287da49d0b283..f70425614122366728059a1520315d3de4ce3453 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index 1612bcf9593acc22df69eac15c66b817f52b52a4..6a27a43bce705e9b2371b2e954d221a597f68657 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9934.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9943.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 3410a3c38619e957ad578bcf1e4317361af38d26..2c6e6e2edc4f8b7eac48331f601a836c9dbef25f 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index 0de7c666cce1710baaebbeb1a9544c4f9691073a..53fe7197d6dd42d021bb1ed08d143f6a49d5166b 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 447a7788a6a5bc182ad5de3ee97d71fceee77e65..49d8dd0de84c1da7994677a84f21129e3550247b 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.86, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.86, + "score": 18.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.88, + "grade": "dCR-BBB+", + "score": 19.62, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index ac5d7493c6ece594c8f7c39e7537fe403214d7cc..dc35e214601859293b92afde1f44fdf1ac21ed7f 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index cc313e764cfae96962d515e0af1a6e30a61e13fb..08f28fa759f961adaf22355c8163bed439ec7a1f 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index 3732d4c099db856f82f8080a6ebf2dc8039190e6..209682507f5bc6f18462bc9558cb89b39633750c 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 7ca0065f649c2bd68f2ff3f603a4e105b2f58a7c..02a0035fa9c64effd954e711e8eaace0d686fbef 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index 025a85d911017f84df1fcc5ecac3870eeb34a4ef..f054e360bcf60825adf8961bd6ab2852a15e0c2c 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index bc5c362e55cc60ce5490457f566ee302797723b2..06842449473375d3cd6f98eb14d9f7b0f966daca 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.26, + "score": 7.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.61, + "grade": "dCR-AA-", + "score": 8.15, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e5a00e6410a2", - "target": "039030", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.414 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index c0465e6643c546f85f3b926d9b3d76fc28a11166..fbef4089402fff6588a2674d46b95f81e575428d 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index f1cc7afff730ad0f510f402ad7fa087e437a356b..9776b58936246691cd05dc3c8d9674b3a5e3af8d 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 24153ac5c07130bd23c3fafe2b6d6b618e68b55b..76cf5c8dc24b554bf8d6589ca2dc4e40663695ec 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index ca1acac3d8e08241b9a77963f342f06fd2843322..0befebe72a1986e416e7def666f705c34e8b8d8f 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 0a9defd0f941beb51ef916b0efc68afacf92a255..b3f57f19520c7b0b1fe34841d1de9aea359d4d78 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index 8b073591934287001f9890d8445bc657a87033f1..a35b5baa707b1bca9ac852089a6de1971ebb1b2a 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 03b60dd25b3224570e93b44a66f97135226499ee..cc23a25a87148ad5e993b3ed6484fb4575687b83 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5b16943e75a3", - "target": "039420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.925 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index f36a4f2511b5d2abaff0bcb2e5edede98f4b3d8b..d0cb4557d7f1f0461f02329d992e06b76c021391 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,37 +1267,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index 98a1927b1e8c14ead88cc69fe82d7e1eba72b7d3..5d5c43450e4d1f2cee0824dfe65bf8d39b34a4a1 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 7e7ec28e6f7a48e8fb076b04fe108ce473c4ec4d..7ab11a595e0f76326b26a7f292fae93b83c2ecf9 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index aa7979047c48aabb30496e9acf0bb7507ef4c2be..4d32c17b9ad49eb7c9643124983baa54a271474f 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index b9771f108b7dde224b7f9176bc6ac9a39e58adfa..5937b759c8845680b41196cb5898012c28b3f40d 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 866be08c8851ad1f3f96d6553ac4826d9c56ef60..fb383b458d9b30cfc13f67e0f876578989918966 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,37 +1081,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index a7df6494492d13c2a51d5a3150db992246501921..a04061496dfc40c7a9d2d7d700b3c2ada841d0a7 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 6.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index fb99730c808a474fc8a38ceb8acdfd1d8f5d70f2..294832fa0c9e419942bf218d6ea472230c0bf03e 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,37 +1006,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1079,7 +1079,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index 02d1f4fac75485c8169ac15202c1eabeb8429d04..bfe41a460567f87e8001ada1c2a4845fee4aa79c 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 15.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 17.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index abd208f5de626398e8895ebc811f0d7ff3143103..b5ef0e03713bdfe1e9016b253addc5e29ae65b8e 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,37 +1268,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 3a045703eb9cdf8941dd5d02133562f7430a32b9..c96cc4a0330bccbc73a8f99623412829dc313acc 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.58, + "score": 6.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.58, + "score": 6.58, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 4da460ef7c2c25d3b5ab85a7fa1aaad08dcecc95..7dcb9c9c660ad39c12cb234dbc05ad62fd7eca75 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.84%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 39cf80db497011d151d902d24741ef567e496209..ad78f49ccaae319c1ff62c5d2b7be7024b12d1c4 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index d946070fddcb44dcf783d9dd578248840e30303b..57b6a72ec6ae7bd8784b007d5afe186e16c21b6e 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 396127a37f83b2db08428349466ddc0caaca3af4..08591683f7641f180c4a413b39f152b65e93a7a0 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 17.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 21.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 3069c85c3d7f47e2804d6048037e77e648cd8463..52ee9d84de4eb8f2f2c658210e1c85f92a1d7276 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index ade66060507220898fbcafae0067fa48763daa64..bb32b14478e616dde3410946ef269d6b8f9eac22 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index aa340ca3b42cf951aca2258fd54db4b6848651e5..965860df345efe4bd1c5e28d67abe08ca112bfd0 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:431ab1c82787", - "target": "040910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.292 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index e1fc276d26105f7761613526e23444d3b3ae2700..8f297f527c53198fa25be454dd98975ca82b99da 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 8f1dc478d69a4b1a07a51d954f7570c33a51377f..134fc5b46a2a659c03ba0db3ad9ade32803de675 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -686,7 +686,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 04ab08e994162a38e37868d9aae072d7e6188364..5316fe4116d97885aee863ce5fadea5d289571d7 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index c698863899168b7a85c9d1ae4dca7fcbe0dac823..11604aae149537f8b5aa90370d3829cac5bcc829 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 6567ec194f5f1921c91e73947f9d8edcb4d89274..01d7691564075c990310bbd8fe08c45c5290b4bf 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index ba13f8304f0c7d8d142957e873065d02b546a773..011bbcaf8e02bbfcf256c27bc5667892e4ff37cb 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1481,7 +1481,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1503,7 +1503,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1521,15 +1521,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index 813c35f6c69421084b1598f41ca72f6a90bd07a0..ede9f23542d8d6b6af540389a22dfb6271dbc6c6 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 5423a5e9b38720d4d92905a33774f707ab8d6859..25db538784ad8a8dd0c98682dedceb114d94a9d4 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 9f76c3cc8e9b2d578e71a8947b0c3f68fce4f608..3a65e0afe1de45ee52198169a33c4ee05f476c51 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 2765eeab89782e6c91440a06fae80de4f2128b57..b5941b88b41e1c28bd0fc3f2979bc7b12004b77d 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.94, + "grade": "dCR-BBB+", + "score": 20.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.28, + "grade": "dCR-BBB+", + "score": 21.05, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index cc553aeec290e8d6e48201a643683a6a844485de..a332cc0d43346d19366937e4cd4a6a4daf68433b 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index af2c1c9c1fecb19a95145ae040f087113c992840..e82da6758e771425e1c61716e623d8e547b3365b 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 9954843ffcec7e7f5f41ca8b88ef5ff58052eb29..957add743a575bb13a7c16385c86c1445344f60d 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.83, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.62, + "score": 40.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.44, + "score": 41.52, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 3871961e52597967c1a843d417df660f3b9c9288..606c64d51aaa367c87d0c40d2ea0cd66f11b46d2 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,15 +1491,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index d20be3500960064387deef74ffbdd78f7256d98e..ec15f125f4b56f7ff1913ff20232f02734146bd3 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1389.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1673.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -974,19 +974,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,37 +1191,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index 4cc99349cf4be79334a91ce4da2d6c3b055612de..4323ea91f631e97fa6cf13bfc4a4639917c4c8f9 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index 4e12ece9bcbdd80e641517a8947ed15bd9d3c07e..12590bd5024bcf442da5ba541fd4478e8ffa5ae2 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1351,7 +1351,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1369,8 +1369,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 139cc07f3cc65246f0dca161f8eb2592422edc31..0a7e42efc66aba8c0a18fd0809196c5f79fa9406 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7e298e5bff5e", + "target": "042420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 9703b906cfda76eb1c355fe466059c58bdff6b6e..fb0aac6df8943afd670f1531f53bdc073ef0c034 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 5b12a5e15aa228d78bd838592b7584dcbad1dbcb..c702c7d2c10b39d43f91c38db6e592b6fcdf5d17 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.66, + "grade": "dCR-A", + "score": 14.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.19, + "grade": "dCR-A", + "score": 14.58, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 75fc23fee937ac836d3fe15d99a07d43f5f7eaf9..63a3c4e3a3e38e56ce64b0327b2297c61a7ae5ba 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.89, + "score": 52.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.93, + "score": 53.34, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 846c79dd0fc28400613634d4553fd2c8c767538a..91fb634a623acd71e96e289b24545650a48a86e4 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index aeea8d3dce7540c14350cc085f2110d163397394..680a96fbfb27365d4585ca43eff99d521fc39757 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1145,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,7 +1224,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1233,7 +1233,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,19 +1283,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,88 +1562,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9eec22eb8c03", - "target": "042660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.997 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 8ce32249ea37bb541741e8897b941c65782100bb..b2a51b2914b2e87a15c7106d3d4348497acaf31a 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,37 +1166,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index a8a8a6ae87fb6b9963d1ff79ad20110e453372bd..4762d09816f228a8a70ebdd0bc458fd4bfe8fabd 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index ab8328d8b0877f4f3e15aee250c71320193a43c6..8371be80b21de20fbd7c5ef0d13a89a8acda18ae 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.62, + "score": 47.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.74, + "score": 47.18, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 408e052292c8e5583ad9c52530ace7d3a03d3760..7a7aa5279fc9d2647e125eca14af3ebe8a626686 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2434.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2508.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 52f9c9bca5d3d407148c278297dddd10aea7d2a3..8b1a15726ca73137ae8a0725de8e182f1d593dad 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 4d6247090439586abd7ef4a7c491f6217537d259..60c3e0d3bbd4f10edd84d7228deec0e7a06d8703 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index bb4f0b1def69d6197a09f94f5bb2cad1dfc2d7a4..71632ee658b809c61306098d8c602afdf762eea7 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 8822c8386bf0c2c3d5f76f2b003bd3d79d17d187..3f1f4040cd98d4983723330ffbb3aa0178c4b04a 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index 6f9f03f7a8c2ac3eafd5f2c38ae48eb71cdca406..524c160c0d0fc3b71fb091e4fa83fb37977d824c 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e5ee69156f14", + "target": "043260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.222 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 042e3a7d996a0f086184e8c9a1b3358c0a38370b..74c770dbe5ba0cb917ca5b9155ff876f181e2cc9 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 19.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-13", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-13", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-13", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-13", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index 16aa188af3c444e2ffccca12831ace898c1edfa3..ffd43c08d20b3ffc4999ae97e89b142d5457359f 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 39c83f2c247f0ff4bf28ce8c48791a772d639fd5..368d38e41c53d9dd39410fa7a677053132b92072 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index d842bb27c512af7f75a541e0ea62432907eb25ea..b85b45923ed102d5a74d79bd9c55d3731645f191 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.47, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.47, + "grade": "dCR-BB-", + "score": 43.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.91, + "grade": "dCR-BB-", + "score": 43.91, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index ba760305e2e3ff21806450f2030c9a562862de6d..d7fd4cc41c17270a14b1ab91d613c1d78a12b511 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,37 +1263,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 7d6f07306fdf0efe6343c33a10725a1c09a6466c..f40548d61c0cd87ff50935fe93a7e955dccec6b5 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,19 +1185,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index b86c970ebec52062f0859efe7a78582c00069a6f..7db6b76c3b785e1bde4e2c0e6778e404f3bdc6a4 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 25.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 24.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index a0d0af0fc9b01be408cab67a577ccfe20f9594a0..56b6102a7def15b4398d2ef22f9b1c59fdde28b4 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 2c12ee42b2803e73cafdc3b394a25b845a798599..d85078bb3057b24bf395f08fd683cd195e833e07 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 4634e62e96ce819a06ff8cb6bde6bece606f1db8..f34cbdfa15438b3b42712770d9d45e5472ffb034 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 567.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 597.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 961a8083631e2785f7090d8f38f134425bfc3de1..b90feb6301b8db34f735bc2cd69c3c3dcb55f0d5 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index f4ac7bae7a993c530758bf700ca4801dd15249e7..23c2c98bde8f686fd52dd431bb6eaf71a37446a6 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 9fc0a299e1ddf41357e62ffc96904190257417ee..a4a3bb84c794800bf54a85971075b86043cbb640 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 15d66cd65836759ef29318ae6924a7ceec96f7b5..cf9fc6440eab1d727ec120230440399888a09697 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 132.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 143.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1430,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 3a1507e173344093f661cfa4328079b9c823581f..7329a5ed08bdbdadf530e97605cddb0b6f2513dc 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 0c6f3ac10371e9fc703f3fd50870dc681fd4112d..db4c1cfd4f933f70c4967835ec630376e4f3a48a 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 1af7bc21c847dc95a251c5e8b38807999f3212c2..f5a5b7dc74880282e415650d159e18cb26a1f913 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,19 +1121,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1448,7 +1448,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1470,7 +1470,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1488,15 +1488,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index c6be209d62aba5e710afed9a773362b63c4875f5..3433cada08ce31b881a989cf1d1fb589b2e6eae7 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,37 +1232,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index f0a7578d90fcf26ce2988fddd492a5563822ecdb..eb8ce7fb3f9d08e352bad70b245f324700eadfa2 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 3c8af4b817eb17a521eeb89aa3dcf48cf3c18566..ddb26a70dff289af35b522903cb21d63ac48ed94 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 89a72d0ac25331671b27fc9a179f67e38216d0fc..749c1a1a99e4bb3fa3a41584efc881f3412ae233 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 13.30, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.75, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 13.3, + "score": 15.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 14.02, + "grade": "dCR-A", + "score": 16.53, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,6 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index fcbd3eb9d78328c230900a926094dabd68c2210f..24457bb62257a5c5a65ae8ac4e09a3c8ba2167f8 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index f68b9404c4ab6740b293ddbba16a8e264fbdb1a8..453110d60749aac73e84fd4dcd2720501e07f5af 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,19 +1239,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index a67fe55e24041ceec8e7d7bf2f3660236dd5e6e8..346dfab9762487fd29d29f997c4a4c4e60bd769b 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 9dd3ed620bc0a2e181b8cabe56d507810deeebdc..2d4ba2859d2a8b3684e40fdf584a5f9ab3487995 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index bd1f7bd6bdaffc2b6a7d535ff9fbbda70241530d..798e0eb7554f0d761fd4c6614d91c908becaab52 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 16.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index d3c8ebde0101c85a3d18bb20bbb89af10840ae50..1a57b41575724f724d5956a039a94d88f35b863b 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index a16b8a115c94c74ffbc48b46076c5c63d4f158b8..20b3a74cf75a9cdb70119e58dfdb4ed12f4d745a 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,19 +1260,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 0dc491ef024d5e31f54a46ad3d8bac55ec154f97..6847570a132454ba7f2022a4e64d74592e482138 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 151.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 154.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 2351bfa03d3ac0a0178f2d2565e5a2ef13613ef4..1206a37b2d6b8345515f2f8e93bd34d4b9aff273 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 21.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 25.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 500288f177917cf693a37c6f3148e7615d9e28b4..4d1fd710adf501aa81273d5b481868c2c209895f 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.87, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.69, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.87, + "score": 31.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.1, + "score": 31.89, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index ac0acc638026cdf2c2da019cdf3b5839e89e0504..b3c6e8096f4b984d4e93a5c76510d866264d2b0e 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4a85f3d5a445", + "target": "046310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index 874318fa794770510be641771d045d874ddd2dfe..3c814b5d6cb8f93ab7804c28e9df58df0e66303d 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index ce34e5c13da1a2892a217997e64b61131aca5615..868c00a88d463ad7443c5045cc69ec3f8180732f 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,37 +1148,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index 2d8aa2bede494835be96822db56bbe504179fa47..6884742d667214a3c409ed4b75cc38a2cb8f9afb 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index e1f2a200ba6d119f40301fd8ec3b9ae1375f5163..9834ab4aa423d24146b32c61b039ba994cc0c88b 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:73055a926e9a", - "target": "046890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.484 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 02e48490e15e7b27bbb53723f21a249f733f3685..afd1b2d604e430cc20a67e653d6291ca17751dbf 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 4c255eb93c63ef38b2ee49503223113c7ef3f461..468519cd11a0e88995b019445ba60869b96e7eec 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 0a319063f9517203211249f286e93c5d576da968..842ed39b2620d48ee6684cc2ede23f57749815f0 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 0a1925a3747bdb91ae60eccd27dfea30108e2b89..c58d1d1afd8e11933f06186d1b50da91cd35f57f 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index b098f06e18faa8bdf99f4bb02b709fab2f66f03c..37aa778a257bbc5e16d5092dcbdbf32f54b81ee8 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:881448fa5506", - "target": "047080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.303 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 2a4b8fc19f1c3e18b3bc9499f21f55b140628612..0fe12ce5bf3cafd383c5f5db4206b831a13c46e0 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index 3de8422aeb72be98653ab8c49618f6e9a9e44a28..e0ac2cd8ef8262d8af4af5baeab757733cf8b48f 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,7 +1602,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index d13b256a937eeb38fe47c6c6859103928d9cca65..b68787ce0fd374f0ffca30afa3d49c14bdb1efb4 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index e43cd61bc9ef4201cd73d6f52d90cbb2036d7485..9c4eeca911cc6a83dc17156a877af3879fc9bdc0 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index af4a45847247289f549307c50913374d9d71d5d0..2516985f6c3fb696ada0d21c9fba166d07685b57 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 1622e9794388b8f8093571e1eb24bde0c7417539..c06e8c74ac83049cc27b72fa3431f6b4a12b4330 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", + "label": "dCR-BB", "summary": "dCR 위험점수 43.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", + "grade": "dCR-BB", "score": 43.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", + "grade": "dCR-BB", "score": 44.79, "assumptions": { "scenarioStress": "moderate" @@ -906,8 +906,13 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, - "notchAdjustment": null, + "pdEstimate": 1.5, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "시가총액 10조" + ] + }, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index cc363e65c8901c4a2af281148b1b6038a04c2347..e13181cf611bcf530694dfd9737fc2b014a4a9ba 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 130910f4f5bdac3136c6f51836e82fd640bf39a6..f9adc400fd92771b749ef2588fbbe896e66c68d6 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 689461479935eb91dcabcfecf1eafeb55e7b1a66..abb5f22caba13f9e71fae444760b44b5547d7b6d 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 5cf975f20cd6608b4b542d8bc299c8456c36001f..6d096a35c0df97f37490d5a05cb14bcc546e0d31 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 54186f6810a335c8b112eae11646bc475e53aee2..b99d5f1f6a607193dd43ae3901844b0a0b908332 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 9b7d1b1b4a2c7bd679b576601b6978f1642817b7..11942c190c1117195e43e7474fed835014e662de 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 3d0e83c91454e157a04342619d6dfb4cc0c0f5a3..3c6171b0939f0a42e5ff3c21a782477be6469467 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.91, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.66, + "score": 34.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.67, + "score": 34.92, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 6933ef6a6245d90fc575196e4f3c0213f64471e8..4d695ff1191a0cdd42a6c9037a2b02704b78f710 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index c8fed7a7fc37118765dc037add76ab241d9f3951..f13535ed2d5fafaf9f8281bace778dddae041768 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index bca32838980f2e5d57ac5bc083f06208fff70134..5ceeb75fed4eb6bdc4ed79e7f0a2252b74d98a73 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 9ca55270861613f216b10c716f376723c83d8fb4..434f97a0d3ab7ec26c2b9ac2b26f62c9cb218d5e 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 09eab50ceee9baf2397747ee2aba3381836f7464..0d76984f2bd8e8e36ffd2623bcd300f6e45eb3b2 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index b0a84dd3c16125b654c915e800af44796ae61afd..ae558920b5d1971926e9ad044f015b10d8160aac 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.76%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index a949c86e1da26985a6c0add29e6d6f6b48a8f622..354376ae42cc1cf8574084693c37faecf2dea79a 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 14.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 21.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index c03fd6f30a51c7707c3b3d0d97fc7954281724a0..e488a862d33b35d27a92496b377df2404d87c772 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index e811d91819e17454d8e9be5e1545ad0e6d5b8800..6e768e24233e75c862d19b3d9baad44c1dde4a14 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,37 +542,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 5d26a8642a4a89439e74517430b92609405dfa82..4dc6e0f2355fde02647112a1a5f3d783fddfd8ab 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index 16596f3f5c43159202c8fc13c75ff58f49c0f7e2..094c44876489a47340bd39acb50f226c286e50ae 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index d15f5731bc958e9df48587282c5ee8021a247f52..fd7651c3cb0296412c68de420cdedf98b3f2ff8a 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index faf7f29c1088318a65d1df8d1289644619e835ae..f47f9ff7d7dd8a616919ef3295bc7262a63553d8 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 83cb14cd231a7598e894d3a5ed7859a7bb20bcb7..2d697df16f9ddfcda37e22ffc59b9f6cec6cc10d 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 57852e6eec5951e5126410c3395a369507613552..b7f43321c814c861a8d9221f4aa5c13cb6fba00b 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index ede22e99a9754ef0db539fb7e35fe442c327c4cd..819c178df2bfdfcbd142a741a09657d31115ec33 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d3dbf3ee0d17", - "target": "049630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.548 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index 25ffd970e915aa2a5c9a6f3e8a7dc7c22b2b404d..323f3b79355068cf5f5210d10d5d09ade984146b 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 5a10d8289c5e5700f891d01cd03e5a95a4b7fe8d..ebcb23a0a3c867ef3827df25ad12df00fc190c01 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 1ae325c8133ef4f58df3abaa004df25ad355a9f7..2ed962695f285b7b64a2add162517b196ca90e0e 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index ea19ea6a7a2b8352e12f8ed3620b9367246f40e8..84059877c5f31235265530f9f4a46678962d8b72 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,37 +1233,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 96b773836cc4efcf5a9267185d6dd24650d29ba2..e74310cc0df95376af8a36a053508399e38fa1b9 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index a29f444137558f43506165d690a20ab3c3f8d19e..70084995ebd9e77a782c314feacb5fc5764fd668 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 74f2c307de8ed6a0b74f7209f1865ba499fe6cc2..8c0d5ba0c85595a4e26767355083fc857d32183f 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-01", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 6a91fc8e932f30df9ae1ffb8d4e1b13d845ac389..5f2050c1c308f0badd9d5f18da0bb3811415e245 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.15, + "score": 58.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.93, + "score": 59.91, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 28.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 8452072f5ac59d14d6a0953619cb2377fb8a44fe..1e19bf689e248204d30329804482680bc7558ae6 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,37 +1181,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index ffe0a44523e993a5df15f86f0183452471dd87d8..9edc3ae1cf6551c4fba7d0c50825425083b734cf 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index f54cc9171524e74ca8333022aabe1fa42b0bdabe..82412f09d7daa94937bfafebcd23b64773ff67c6 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:84a7ba82a7a6", + "target": "050760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.749 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 00af4f756c2fef3811f927fb37ea69dfb6df82ef..e9f6e2867fde3665c3fd4da93e3b326186bb0acb 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index f666f63e83b4536303db1faa4c0ad2fa5aca2638..dcc594c4fc9a37604597af1b3218093b2c2730b3 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 5b0de526b34aecc7c0239c6eee09d27f54b5b160..b5af51bf3a8279f48e7f9e0b35abfc6f2cb3073f 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index 7f5cf70f73ecc75493e36850154e499c8226fb4c..3311a00b78a5fd261b7ad83b4de1ca966c2de5f8 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index fae6daba471067f2a889e10d0bfe0708ee0d7e77..cebda9826f4ffcc8587c9f143fe3123c3324c94d 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 1320658e6f6ebd52c668fb83f717069b2d95989f..9bec0f7158645d9b8327029637ce68cf6bf138ee 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 9ff73e0872171f41a46f7933f48d2d4e41a1f2b7..3a754774dca08ff2d5e8b53672090dbfc7e29204 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index 55e930b811e9d569ff670e85f711d04c877ef9c3..4754077849e01e42308ebbf80352e0479baaaa9a 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index c5ecc2c02219c98d4bd13e7d998df97ec8f18885..d3d7660f9fec2983193909c9090d0ef1b8f74c1f 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 829a9f6c0bf9ff422746290585475affda9efb2b..efc63d17e27bb8e47a4daf5416f3695f0fd151fc 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index d65f02238811679fe29fcd72e9de809e79ad0c91..e06a070b82fdc6144e4f7e178711f438bd61adae 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,15 +1605,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index 2c9d3def949d1f3ede2bab316ad238d414e7ea50..f16bce4aea22db026ee397453875a3fbf46258b1 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 4522918f1e0d45928195333742fc2e1bbc7653f8..96832d93678ffa5c0f2dd917be8446f64d9cbb00 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,37 +1233,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 7d280269fa59ba029e51b48b958006181e3ef8ee..46d0c6c8fcda95900af43602664c4ffd55bc774b 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 57276848ed8e9e15c63fb4cb5926ed3dc69a1b0a..6831b8356b85b145fa65db44889d5969279957ea 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 75667771efb93a52ed57f084681f9d8c45ba16b6..6c920d553b3fa9d93e80fe316cd17ca3746ce0ec 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,28 +1280,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 10981329a9c6a2ad3e05e6fd8a55e455fe4fe62b..9af612a03ac001285d14ae711d6424ce4e644a66 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 319bf7dd5abd00752c6357097eb93df98100f8e7..011da608a0f9c1e1d782a398ac1da79173493973 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 324cebd5601e0e3366c439311d023aa0d5e712a2..7eec6894513410391af18fc3bd0d894a602ea862 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,37 +1075,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index 5c99510ce9e9609f3b792f81f25432cf8c4c0571..59b19cc237a3e465c04cd1a10b0eacd94cd4fcaf 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index b85d36bb2523dd0bac4ce7d704a9410f2a4ba544..0684fdeabc28e5a058b7c6622cbb0c5d3d2816fa 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index f72d74b83f5c375305ef7b11032dfa559b70dae9..7fd36265ce1e13c2e0e1fa81fe3381f4254b9eea 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,37 +1151,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index 0f99b5e4eb8f8617aec7846f6c0feb508a72d8e0..23d08f7cff178425afaa75790af9930e66289a18 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 1f5e52ae6a54a42603347442404fc87517d40306..b10d637705de6a401c70c9eb9f75ed41170519bc 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index 7dcfbaf39d2e0e5a37b0ea72480eb0a4e903502d..7c5f90798b361a9472cfc743305a7f3703797c55 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 6838224cf985cd6e71110db9d5d1785740d2b745..82295d25c6d519b6cb2d604c306d3cdeb6e023d0 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 77e3aa31b93c30fda637ce9bd3bec223eea5cbee..180cf5124e7f9c36fe573764763fb06ce317521b 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index bbad037a7a2eb42e4a77f8b3b2709a412a53571d..fe72efbc69b5d4dfa48a38a273aaccbbf630feaf 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index fe0d59716f16aab29a7ff7add4e3e20cfca9cde4..e8eadcfeea32d50c22f6179635f6a18691a0a3dd 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,37 +1151,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index ce233dc7083e2aef92f2f9020828779045b0e5e0..681491e386c3192404a7d15ffdeea83acae337be 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,88 +1449,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e493cc4c48d3", - "target": "052690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.356 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index 840d9f11bc0c41ab05fb5949b7150ce92c0f79f5..66330c2b6ad588ac1827dbd9e912f54df768fa5f 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b59f457415d5", + "target": "052710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index c6fc24713bc82ee0411706d4dc28d48e16a0114f..00c843a8fdca89a5c9fac167d66fe4ced11cf66b 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 709.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 749.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index fb52d7aebb8cac2df2e825d6d2296e08f826c350..d71353301af0f3b6764b9d3dfeda67367278858e 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 7c7f24a3c5108b0038384aa96a7c52c41360e77a..d25f660ec61932cae16f98074b4fb6687f91b3db 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 167c7d69bd56a64aa44007b90560dd0471ed1097..0a95c3c25fb1e4e762bfe8601abaec9e057e21e3 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.93, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.93, + "grade": "dCR-A-", + "score": 17.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.55, + "grade": "dCR-A-", + "score": 18.15, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1048,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,37 +1266,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 2c29c5fed962cc494ecf908229b5d5bdaf84df48..3810672c34b950962df150871f9c0db03bfdf61d 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index 4873a4c5c5f76732d2584df1072e16d0a4ca20c4..d5db36a2918780dc38f7b9831d19a92105e1afd1 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index a9057efa0e1ca7811d497fa75eb9c9c64344b21e..44205c029276821d7571d536d822392f60df4e23 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 834d8b3131a7e3df26a670cf771af2014888b869..49f03ccf6562debd1d747a5a44c68028633a7175 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 367d913ba138f3b59974fb26fc89ab5057416b3d..ad3c5516e19636b758837dbcb308f6c40c5ccf97 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index f66fe867c55b4eb0fab78b5a7ef32e83cc2f0d70..19ee4c52a07eacbd628b6a1256b8bd2fcb56e823 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 0ef26a40022d5d09e9e03d87599377845eb77dc7..be1eea32b2b9eff92094b2f6fb6e2a9b0226e931 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index a3c6aba1666b855076162e88f22ce283a5620dc2..e6eab223f26583fe378a4d187e7a6153edec7eca 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index 573ff0e911238a5530ae170cd900f54ad5f76d01..195d3dc174b86faad095bc109937d3d216bfdf8d 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 43.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 43.7, + "score": 47.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 44.16, + "score": 47.91, "assumptions": { "scenarioStress": "moderate" } @@ -915,6 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index b823874245fe34acea3f8c12b295dcfeb25f708f..99f642fd89e60cfef593b2b51b9af636c79e0f48 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 5a1db6ddbb128c5830d7c8bc37e3244696ad91ee..129bad8abe0d7e11ea3a2aced9905b2977585fbc 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:70de7af424bd", + "target": "053300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 06ca915b84697bf20d8d340b63244084e09a409e..4ca154c5f545b15b43dd0c9389a9489e8d08395f 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index fdad3a07a505aeaf4e60d2154e33cd8eda3e0d6c..2df915235bc7f3c198d49a727ea11a51f99e3404 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index aec46850c92df5b5e84ae657a30515b8f2d42a30..61c4e21458c20da1168e743872703b0fa568d059 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,10 +1084,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index 6a443b5ca47f6ec1522826f97410e14f01b52b73..b0db962f713ba315659389b9679c1b6773678e88 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index f4b7c55133ea3d3209a171014dfb8ab70341f900..0af1ec3bd0bbbdc96a7ad4848ffc56c73027c9e8 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index aa287c49af578b6556a88df5dd53e6da7c57fe63..74281826382d37e25de88edaaaacd2914ff34701 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index b8a6310bb3d7bf1b3343694a519ab62027f56f42..c14a4d73fb2004701c2fa4422aaa67caffbcb864 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,28 +1281,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1615,7 +1615,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1637,7 +1637,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1655,8 +1655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 140a1ba59a92e324462fb338db2560930cecc81e..a71217979c7e24f97feb218fa9a76149b8c2b1c1 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,37 +1272,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index daab041f6f07d323519592f54920e90a7683320d..475c07a4f26eb24333b6174b0a03ff5344a97671 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 2e0c81c67c3631977256ac519ce383320c2bbcda..5baf5b627cc937e2321ff994f429947789163310 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:50faac59c58e", + "target": "053980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index d09a4e501f21e9c94025ad86685eb20543cbf428..671728848cfdb9a01283cc2ea1aa906d8b331371 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index df9d2a3455bfc32b861f60ab71d269bdb0696a1e..1f81902c2f80040bc26b52693d4f1bf32733248a 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 3cd75632074d5ca811497eef253769d4129f266e..aa904450216e4be6c4868cdd35896ed0a7c0d2b2 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 6c69111164b2fc3576a585bd14a8db408a3b17c4..4c032d0c4dbb8906b5deef871a5d2b1b6f17287f 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,19 +1150,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index c94257c639bf7d9af35e05f7483c4ce40cb8e492..5eec6f88056599f880f10865e624e1815117b1d8 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index 081eea874b0e88659a17a603523a266389cfc877..12a4c5b2627dc861b5cfdf9b86979c8c2f24c8c3 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -834,7 +834,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a7c94a0666a", + "target": "054220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 8efd521cb06ee0ac8d40474a6601bb3a384bddfc..5214240a885fa29db55115cd7cbdf22fdad72ee0 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index ca0cf12c6efcb45177ef9c74ab3c3b41643ceae1..1b32d041465a90398adad9445f186999df9c127b 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,37 +1241,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 76455349d5c6d966eca1e2888dff1ff239368f86..51a76cb181c1dcaff0fcabfdcebca84b268c3d96 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 26db659abe11fd78a66ac3f65d4404f84bfec08e..43023259a3198107655e06e4951913f4bd0f8857 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 03a851c1877ebc7b263f96d2591cf4cf59c0f26d..65f605430fd5b3d92ca3d61cf5e287ccf2143e55 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 2e04561ea38449dad1bd9f1a722a5364541d4909..74c4708381412f9499621e53595a701d07565ea8 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 259fd97beb484ca96a75a677ba0631eca015e0ef..9a378e4c937512336adafa2843b964b17f5552a2 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,37 +1182,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 8fac498f78dfaa425cf009ca8401adff654aec5c..836b3a7639f2fd4ed89a5ce521c0e291123f2e2b 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 53df33445927d1c35eacabdb6d1c8e268ca45d35..440fd86aab34f58dbc3e4b375b57e0d151fae7ca 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 6d14d23d05d8cb9e73dc63909863c236135df7cb..dc972317389bb89158809855ccd2fd5ad67a6cb4 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,37 +1268,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1695,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1713,15 +1713,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 98e961773e701cc804ac856f51fab20b7d8d170b..e80080abdc84e19ec9bc190bd9b22e50f0133386 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 7d45775149138e4f4ec282781e89f84ab28081d7..1ea6ef31feb408b63cd68be6151fb597898b6bc3 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index 7059a27231e3f2b067b0039a87f8343f0046eeae..c62275a40c1f13a695b40544da8ecf44fe5cef22 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.71, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.96, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.71, + "grade": "dCR-BB+", + "score": 33.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.77, + "score": 35.02, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index b649f78ae1d978da2266ae1aa9d02c6b6e94a7be..51793d118fbad656643a8f0a09304570623b4c34 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index 3e4a52e2fc0fb1952e3d06bc564b70f8080c15a3..eae492fbceb22480539f806c32b497859e69f8c0 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index 30ee2b03ee7947022a816df237bb13d8c756b12d..e1ef855a754568cb9ed235dbe4258636eff69644 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8323db6e918f", + "target": "055550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 418d1f03f4ba030f3c83d8a43a2db928ef150a1e..84ab3e54d587a26ba077008821ba6a3656355660 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index c176ec5ce91a4eb78c3385f1272e0b53516a0e48..e35c71b4b34a8b79ac587e307e23db598e59f311 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index 8269677853f46fa3772de1af973a64b8393592bd..4ce0311961aabafc6d7e030c5cc86cb8ac99bb49 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index ffe0f5ae0cf7c855c9ecbc8f01801596a4720976..ada8b0fd4dd346b122e781ad66ccd52b2edef89e 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 0633e8952b93b4c2dde876b654c942faaa775004..f7d7a3e1cdd5476cb18051d4e9c6bf6a0983f9a0 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:77212e17a6a0", - "target": "056700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.315 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 75d7107ae36c8a069c1ffa88544a15c7ec2561b7..73865a377e0da91fc505972a064fa7e753dc269b 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index cdd2ca73c3d773aba8133655ab5254909bb2b5dc..2a942a9a6e03df45f3fe30119742e2950f11c33e 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index b962207006af2437977b06f4039e5e7cff79aca8..241d0e48715ab6fad8a285b2fd91b9e0a96ca069 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 3ebd8aec915e8a49b923fe11430da4266ab7953a..ec3e412a01e4dcbe784ff68a5ac73d7670fd8cf2 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index 500e8af13561e829329e8c0d43cea6173471b71e..d4db4a09f4d5edb6c6397e8f9454faac5f0cfc0c 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index cc7a49e2af2a13e74b7692ae81cedc8d2ef7fbc4..f0295c3344b03f69db9679d1ce2fd1c0124f5522 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,37 +1096,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 846ea5de706e8b9e70b416c96a1fa28d782d05f1..c25aca6e4bacc7d8482e9f2e52852f8e8c42f126 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 592fab5afe446b288b12811d4ac13af5a21190dc..7f75222ba60bb3cfa864b19233a5a4e1d4247ae0 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 0c57812549ccbf2e81a815e7cd88441cf5be6660..687492959138d94bbd22f0ae8d89204f7b87a88f 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index b5edbe48d1ab24f048cb41ab2b3f991b25967ca9..8faf524cb0b6abd32f46c61360eb7ad4b1d78103 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 0ad3e9fc3fa15c8263542a365ce085c93827b59d..90fa3e0417ad76bc078752edfd03043ededa0703 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,19 +1238,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index e68215093379af6b10462f5931af698fc820b848..4f4d3c37814cd35c4c7120c909b9a8be7d579838 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 5d0631f11ffde1f4563d9b8915798eba67544ce3..e476b94c8430f7790e3e736450c8c7d3928ff707 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 7c7d6436a457387673dc55a042e7d98bf4380ed0..14e66fd63cf3f081f004c6c2541e08fb663c4a38 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index ad5e6f56f8c9a37b1c31d93d26c21a89fca7a821..db4cbb93e7529341ae6556428a33a5c43553b70f 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index f6e678d48e9e7d0f68968f6c313867aaf3cbc151..1a3b786873e0c66616a05f697e82c55d377e1c83 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 1e91997b2b3646efd32f6f32ffbc0f39705eac00..1ed335ea4b14b13b1cbf8002a25a5d544566b1c2 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 19.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 20.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index 6ddf057807477875eb87716c9dd8f560e73b8991..27efae074f4d6018a19f1fb372c197120863e746 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b70875a45d89", - "target": "058850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.399 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 9ce6234eeb3cf3b5abd61190d74bafa970fc9b40..92fcd2d82e169f4bed261f18e521244bc2840fc8 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index da0e7cb201ae06c04468091add9dac6f75ef0f95..d9f329c949b78217e496c5465137d0ba2290ba3e 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index bad17306447727d429a475ae4b02b749f3786cf6..019d13586087deef85f4087ba6c97604aa3d1276 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 3359e978fa1c318e3ecd03fedbcd310af1b5af03..7442d8d5063012f136ed2a400a954acbbb8c2881 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 20d0113a86ad19f280a1b2278eab9b969a648c6c..e22555b48b85da986f16957c5dc17b1aa9dd544b 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 90b541cfc2fdf0cdb18e91213f2930fac455f47f..b98696f53a66d08d091b266ac8b32e9389b2af16 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 56175b012326564d42fdb5f169c7c9d570fad594..4f20396752664c15a653c7f372e279e40f3c0628 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 3d3fb628c828f480feacd7e4e75a34ada77afa9a..064d8762559ba75e1b2966bf135cc4e81f8ab46b 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index eec195427c784afc7b2008efb2bd04c18a40c49b..f4cc84b79569693f5abf9b392da6b114717bb6ee 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 9ee9451c6659262ab534e411e74d44a9313234a0..32106d680fac5e5f30d8b48ee2cf53395e1ea24c 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index afc1afdc4b95c9ff7cb29b16d6b793f2dda74691..1fb899e8c1f56a1042f7d798868c23bb953e0dfe 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 5307c50ab5187fc81ff7472121fee8c29838f6c1..2457dacba6879369401f33c9f6455733ea1a2ca5 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 45787cd8d923f10492a2ff8041b07c02e1d330ae..4c54d65e85b77abe56438ef09ae0146c05e428ea 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index c156004adb92fd46622fac2706281318c9e9c524..fc013338adff2cdf0709291bc5d27992c4754b3e 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index e74a007ed9e2354763bb7fa7a697cdc6702dfb4f..05fd6f913d8b3e20412fd1ae8dfc0886eb154d6a 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 8f67a08242886eea4c5d14174dff91af45b2c89a..bd6d6f68e5dd29d0615f3072e47bd08ca45a87a7 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,37 +1145,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 01548c8bc351d6091e9ff23a13ced29004a7c7a2..0c75e497113b5b05eb8a7a3c7e39039aff8d5863 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 5a54a6e0f7b045ad17803506323ff6b37cb56a74..c93d2e91007dfde1f8fef64ecc0098542969cb06 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,37 +1150,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index 217578217af5ed6e7de52daef61924a888ffc038..92899d0d56c309915de584eda3a244950e890332 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index d7deac26ddc7041b64832a3ed5ba79bfd0cd5c9d..90a035bfc3e1fe750f03443fdaa32d10fd7eff12 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 979c5042812629d7df3402852cdc887e63774eb0..0c91d06948b9c9625c39005bac91bd5b9de12f53 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index 9a52b25440836320e3f8345577f7ff1b4ad5e045..700054260719c582c49183d3110b88ec3442e961 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index 34c96be6640edae62e9313b88b596f3ca040498b..6f49a928d6c307930a66a12409af3b076eaa57c4 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e7595c6603e2", + "target": "060570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.27 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 222be98012bc2318a4cdf88216c562d9309c3a1f..9cf77f31b787f300eeef1e07c92699a9464773b4 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba784ff4516e", + "target": "060590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.448 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 54c4025fd01677b2de489d44075369183009e976..3a846ce7d3317c1c6f328e38afee51db3d777932 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 92d95f4756a1e21a46f67d6f9b33b39170074c07..ebb68ab971506161721642d116c1d133b56106c8 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 3cc2bd8783f532ab8df78eb7f7ef6f644d8fde33..2c43d9be1a8104857c74b6ed8091810c4b0d3d06 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 15.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -987,19 +987,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,17 +1066,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1145,7 +1145,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1154,7 +1154,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index b3af2cd6acb935df381fbc51afe49b3341370632..e8d7240493280c271fbbd21c9a64585dd3984038 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,37 +1059,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index dbb6d7318ab23babac01c13fc5d1be3cfdb6e69e..6bdce224f2ca7bf8b30a01d4ce6a1fa5a1001796 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 40f6f52ea63ca1c8e556c15af8515cf931e5acf4..1cca0bc788f8a92d0bec609723d70f98f637b994 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.24, + "score": 44.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.2, + "score": 45.27, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index 669e0886683cd8cd7fd02f887ec4763546064f48..1a4cd72e54c719afa07d6c196c19b87aa7c903b7 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index c4a24b9233b568f2a3af928598ee063427dbc823..59ecf32beb3acbbc81a10ea7d9907c5129fe62b6 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,19 +1230,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index b7af8865f44cfb98de042d0baa7f59fe5dc22321..a34a97e224bcbcf59bfd273f89a531018a905f10 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index 410342a24745c4055fe70cbf7dd343a98d8c4baa..bf43a6ec1a83858553248c65183e85874f42f7e8 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index b1e3126481ce1924bde4f9fe7ce7fb559cfa5953..c6fa846e7dab0326bf55565d8a55a3841ba13baa 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,37 +1160,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index b799fc8722266279621f38d8e8610b963dbac7f0..716720be9e8b1f3a9c8b9f7c7943cd3441e8faf8 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 1fd5dc329490682e8b65af578371fc810547c79a..99075181c20cb61769c293d8c5fb8befabb60b63 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 30d5357f3e1bb66a5f1b45779e04e61cdb266b38..0a1a16b2a696947c5f68edf8eee698c9c3aa6bb5 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 23.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index eb7ae05292768ffaaa7888af7c5a321e3f492105..d00df4631490b04d50aae5e62ab50cfe8522e99b 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,37 +1177,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 44ed050e551e2ed3bad8f2d73267d9384115e93b..3fdb9641e35531fd193e840d87ab6abe3caae54a 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 8.07, + "value": 3.1, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 8.07, + "value": 3.1, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,7 +851,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.41, + "score": 0.15, "grade": "AAA", "pdEstimate": 0.0 }, @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 5b9f772b86f26ac39de0fb047889989873c02976..68c9bea6e2d6019ce3340fe49635c3ca223e97d3 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index 2ba065f3c3ca12da84f5dc02b0012e482240a45c..e9082767119c7e591ca103bb8f8aee83edc4260f 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45f0e12d5b55", + "target": "063760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 6876b76c56a926050c049119d725f8e9261bff59..8d2dcce55a43ad675ad2af8ff2b752cdae172966 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index f15a2ce690c5e7c1ee6e414bf22a2b204f5dfdb8..43b49b2a65893731d54301942fe04a6d9764228a 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index e6cf8db2a1c77ccefd676389c94a27a5415fbec5..aa0a89e56a8785bbb69e15906a260c1591692be0 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index c71ce4bfc65d52c05c454523d09043acce69adc2..911fbabb46e7f6fba8e785fa359db3e0996ce065 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.77, + "score": 35.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.64, + "score": 36.64, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 777b11896e57e9fc9ead317a65e7c9baf2af15c7..be2fbc6686df1ad3e2660ecc306f4e5a72a6a4ad 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index b897f2d57a7e574ccc2e02e6780a731091e5f0de..671ad25cc4c8c72b94f58422267f533f000b575d 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.03, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 5.03, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.03, + "score": 5.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.57, + "score": 5.57, "assumptions": { "scenarioStress": "moderate" } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 68d161762f84a47219cd3dcca450fd76603f77a7..c77472a07136ee53fd42184556003430b0294761 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 7f697a0f3846fd059dc96e964ede04c8776094af..7058e6abdf722cccb5b5a93a0d52db5eb55e59a3 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index e689c1c3c59b8fce6e014c241fc4863202efaf06..9e347e6f936785423568d9ede566ebbdf8b42ecc 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,10 +1111,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index afa0cc6eff7492336ea9895351c07880fadef003..4573668b1a9f1115978b601b79cb697ab598e02b 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 2a8e1eef10903fdabd32e69e9e73c783c9cb8c75..0b85ec97b07145d8dd49f631014e1d71aaf5001e 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index ce8fc8d4173fffe92e95af4501f822feddabfc1d..530291d3ab3cb2d409b52e9545a7945f592df5e2 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1538.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1524.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 8c40cf3c620bb3c090104d61d47ed459e9370acd..ad3ae251dedc04321979c1c1b871b483800941c2 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index aed18749dd4e8b88ef34be9ef91e455478999153..2d79d3a1a727b3e231981f2f63775ed14d8a0dd3 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e2d5b8d013dd", - "target": "064850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index efa568db0a0d585464406e156b6bf015e438342c..da7c26e20306b4eb18c95930150b026fc4be0a10 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index b57aa2e10fe9745e9596a7354c2b35433cc1cf93..471ea2a58d2c437d391132ca2c4095a384682bbf 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 47.36, + "grade": "dCR-BB-", + "score": 50.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.88, + "grade": "dCR-BB-", + "score": 51.42, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 942decec13a23aabdeb5200acbd574f8b4f0b89c..12fd3c748c12989a6ec4beae6a79f3278aa279ff 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index b6b02436e6c560202bccccaf8445b59b86de57c6..90569c8d85dac401f7953c74b1d0859ee3870615 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 688d32a8d17e2c584b5445d627f47c97c3a0127d..afcc560806ad63f9aa5fa88e34636e82fd65b289 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 9bb352200189d9f339c663f21702881d0ac3d693..780af93e5f4624d5daaf63094605d57026126b54 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index ba3bb4cf1ced72855f8d4788d6bcf274ff907dd7..8f21df81d1c445c7b9785c5a8a12c5c50414d062 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 97844fffafa974c846b023bb65ac3039a0fcaaba..4fa79aba2b738af82bc5b249122185f04865f8f1 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,28 +1145,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 5891a99cebd0bc543ef55d1ce1b5fda9210fd6be..d2a9ea5e7c8df4a38ac8691f7ecbd7adc5519b4b 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 7631df9f7d26745c0c686322ed0d28be8d865f43..0afe0497b2f5ca7989a4b996b5ce293b9781ca3f 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cd87e815e292", + "target": "065450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index efe299a9a88533adf96ddad9c0d482e8adf18978..43de3bf520f11819f9d0be0d197115a648047482 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3b11ea5025de", + "target": "065500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.313 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 1a14f1a78bbaf142ba0e750416c520f63d50a8ac..c8b98ef60aa4fd67f32b8f57bfdd0031c0c18cee 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 2388a9ca1c20fbbe14302f45b56e6a435d9eb07e..ea842cd54fb186a06949f02be7745db8c15a95fe 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 741b57678653f1037e0d8bfe1f3a70e5884fef9d..f78f7cd8c69ae80215f603d00999d0fb8e2e211e 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 41f3d2dd1557a6fbd52f2733f9ae14c9a9914206..f3c1bad1cc2a8d13f5ffec0dac688e3f018b98ac 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 83fb6c39e12f169622b87643bcfcf7acba62b559..c0c0eeb66147e161d88d5e8bc8c0768454cc84c5 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1047,37 +1047,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index d74693bd7613857d7da155eb88d5daa42b96493a..319434a5f79df2c91c00309050140f3cd49970c8 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,8 +1548,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 78d21fb23d4606a48003bbb05ffc6a8f85498dbc..7311b91cb84c08c31fd827773bdd38d15be2e1dd 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index d584b3f7b4119d9631a42de729672c4c03fbd28c..581029f828317b8707ca5f0111ce8b4a86409e3f 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index 21842a3823da7694716fe200fb9b28f3d449c176..66e5a05c2c0ce131d903ba86ece7c0cd9e0e89ac 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 4e29e6cf9135d81a65ad40405a64a490d76cf328..37ad02f6c18c5dd5e6f87f9137f43aa60f1beef3 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index 04f4f10e1eea5c34714c90726925a3e2e0db5936..b606b4d3b638c0cb21fdd594440bf5002ee6f546 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 8a24f2c2e1e67177ab847a8d2c67763080130ab3..ac2b7ee62e3f5a5de761277beebacd97c464fd47 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.38, + "score": 47.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.78, + "grade": "dCR-B+", + "score": 49.16, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index de05eae20bdc7b44c199b4d82ff0c32442ca566d..4e5adec3d5fa7da372897988d6eb4c0599fa728c 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -714,14 +714,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -961,37 +961,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index f62e113818bf12687e831c983ed08b11b242c8c5..8283ae58518c775d0e574314327eac0cda156758 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index ede2e37a0d5070bb3f318366a06952de12029a10..c569eb8ca383c81938e2cab69b83c393155e326d 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 0b7218011dd89af056e9ab6fa7c3a1af35b989ee..aaf69bca000a92e0a8d24623ffae28c5a7ab3aba 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index df7f7d2a54146c2e11f05f90480c56da237038d0..efc83f530e87d072326af67200cea8f879ae73e5 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index e8150facb6808fb61a65c834be7c62717a1fae66..f514e803046435122b63dfeb1c2246dd8b4cb12e 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 1babd4adbb67e532b1a324c75e1bd5b3b60b13d1..7a8c0ec116030985b1496d475c06c64b24da0bca 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "시가총액 31조 (시장 지위)" + "시가총액 29조" ], "monotonicGate": "A+" }, @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 2162d81822d7ac9980b9ebff4e89cfdb60d71185..54f1485dbab7cb30305e5cdcf4e8f5e65206467f 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,12 +1605,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8d9415c2744", + "target": "066590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.25 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 0a2a2d7e2e1ea5214c8035a0ad1ced88f40f8b0a..5ffb467f0860d967d4bf03a5c40ca5116b403b38 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 6e693462d58e1e399c255d5a433b82930f82e98f..6441c2e3e029cf049de9ea9bb4bbf18db9e529f4 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e30eee761878", + "target": "066670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index f944e12dfc0214245d98bc5bf6ebe90e034acd70..5a778c3b24710dd173eaa6c848055ca02761c9ce 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index b221715da1e1f43b2a9b8c8b79cc25eeb7bb6d82..5fa9f48515b1173db31c3d69247d1967522cedaa 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 2be01eed1f2c763d111af9d6f7b394f3349053a9..99f3cfc35a9bd12cd531c99cd00f9be3492bb44d 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 7ec0c14772f0292c56e891e5a529d9e9f190e976..9cef99cb33f720dc58ac9d565740a787ba70e634 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 6aad03d129a2dc2fbff0306b615a5b8e6aa72b89..0db73aaaa737e76f6723ce9c813661c9562a68a8 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index b70a490fa01ab378c3c128d5a23f39b2bac98c83..9e3c046bbee36871250f55f7acc05d1002d60852 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 383a5f49c6f5a770ba3b3d1766851aa0cc6824f3..c2bf611ef81115c9955f757e5e9eaf3f273f3f98 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 26e070e7d702336147abce2f3a2d027a013c6053..8b9431293e512ff08e8576a6a4558d00e1575bab 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index ab6b750c139a9cacfd91d4a420e5f04039437289..76a876f79de3d194a4905ec8da13eab418be0d06 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 19.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 19.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 337d06572e16cbb905ee1cc497ea305e3e0c6e4e..1330e307ed374f66855570015c817dc784609ed1 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 3cc9290645db538d6449e80705718809d201f900..262968849c52e53fc79ab54aa9e15c339bd87161 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.68, + "score": 52.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.66, + "score": 53.09, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index b08b527339d8c19389f0b5cc3b6cc3fe707ffc65..b648ee69f5923fb3ef3b162a4fbe3ade9161f2f9 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,37 +1075,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 7c40c9ab59ebeb8336e87d4c24ccf9aeb22a09fa..331dfaa487c7106c55f56cf566b0adc8a57deb08 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index 5ebccd5eb81135802171ccd197cf2fe345b4a9f9..95332c0ea64933d213175644304d824a9e5e09b8 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 159adae0c9c2841a9d19348d4d555a6f0b721c52..fc180deedf24f42f64075d349cdd638e02d200ef 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,7 +1553,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1575,7 +1575,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1593,8 +1593,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index f4f54e8af63a1f3c4dbedca1a784b42727411ce6..2cbfb07cc5a649528681d716eb3573dd2eed07c7 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 29.96, + "grade": "dCR-BBB-", + "score": 32.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.61, + "grade": "dCR-BBB-", + "score": 32.86, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,6 +579,7 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -593,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -720,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -752,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +773,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -879,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,28 +898,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -953,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -961,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 29febc817a545d4fe1e67e176a5fc0ce807e938c..5c38fab5e346e4c76f11588f2bf6130ede2bd5aa 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ada83c96e0fd", - "target": "067390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.698 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 562d5d0fac991406f4b963b9ccf91a345c5dd1e6..371c258c9f0397067b4256893ae6f4b83d6b83ac 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index ae48eb9dc10d9746acb805e82e4e6cf067a9da2e..56d3dcc954c2b3ced7ac12ca37443a515dba02b8 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 27.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 4201566cde5b3cc38e2749ede035e765fbe3d605..1ed064dae62576e1942e12a44cb100d80781b609 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 994d8f0ed9d953e36a8dfb2191a31f7b84ea269f..c2805226e0fc7f6f3c54e52fae81f5f17c51aa07 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 6e51b94000cb86422e879b08fdd7e0ea48942dd5..7194b26765bd3009af1592996c7a8926942ad20c 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index 046a942cf142cd8dfbc879e82f9c4e3a84d216b9..32cd11c8c8624f225ef25fa61475abad006ac105 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e6f9be94de71", - "target": "067900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 6a45e2b7651aeaab74bf9549b64ce60d5326bf05..1dcf8ae6bed4d3753f5f7c534acfe19ad51c8b4c 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:df0b66ad6be3", + "target": "067920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 313cf3cdea7750666b70df7eaac70aa38447b7b2..3957fd7446d7e03e1b5063f3aa4ce88134562c45 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,37 +1267,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index a1e0e983f2731d19f8a29623071ee569616002f8..7b8f60852647cb9091f36ec46ebbf8e27ae7616d 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.00%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 5e716ace033b65ab5bf52fa83ce675158601a401..bc50c26447dbcefbf7c06eb5b8fd2dcbacc584bd 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 5918a658224ff3e624137a6af39156af7cb762af..895cfc7b35f9626e31dbf7e3f6a2ed54b9bc20e1 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc9d67d54e0a", + "target": "068100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.964 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index 3c1aaef5b62f9b39d0d623f7885ffef85d42d50b..08b3dbac58517e85cb7cde87be92bf2344238f0f 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 56eae50b093cc74d437ed62614c0fcd90bd1fb97..4b7c2b47d40caad25197c027b9dafcb5c2614af3 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index d97be0946a0da4f7b446af3eaacb9b9aee2424ca..dfbabf050c753c2f288f058cf3f2bde49a7ffea5 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index c23fe18d4a0e78b53dbd203e533f61cab90ba63f..27d06eccc36112bc0b1dd4b52d88f0fcb11c95a9 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 36ed5acef71a7a4e5d1575112953629e13d9654c..9c16792904c185ec1e09a0d63df763b81fedb14f 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 0f1ff168000c510855029a54c37068c4cc2cc69f..877759907570ac422b93f1b6787085375acbe572 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -478,37 +478,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -535,7 +535,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -551,7 +551,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 64033d2cc648cd139a9e0821f25e58dcb0a4d3bc..a8ddaa7676a7fcc66b08778c5894546c874bd2d6 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.88, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.12, + "score": 22.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.14, + "score": 23.89, "assumptions": { "scenarioStress": "moderate" } @@ -919,7 +919,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1220,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index c0636c255da0a6c1ed46b6c9414839ec5e6ecb90..eb357646acb7fc181cb1fbe96441913a5e784371 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,15 +1512,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index dfff4d65389916ddc2be40bfde538e784d79bd69..41dc2b93e241dbca9daa305ca2476da7243c6949 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 719e3eaa2ed9528815e435d0520574b994dccdea..0f172d209ff795d5808af52c50ee4f8b4e9876cd 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,37 +1232,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index 332d62a22c7a0cb85540cfff9998c383e1338595..5307cc5a6b3d1be402cad0a48fd0c85bc26f5e94 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:adc1e5da383f", + "target": "069080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.779 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 54979924b5d21c8d2c1a22d18f09b0a6e999fc73..89187601bfa974eb348f2b33e8874fbdcdeab92c 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index f2b4086729a73d86ca170e7b72e30404e522d5c0..05b41f368519f8e281c924d5a6ba1f94c88a3117 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.56, + "grade": "dCR-BB+", + "score": 35.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.8, + "score": 36.53, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index d9b984f173d4d082c03be8c8afc57bf5a5843c93..13cdedbefe341dfa04b361f67a7cd5aea321c7c0 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index c10875a1d6b7cc63124e23846dd78a432c8cdc33..af1813b31b1dbc495ff6f596d8474a7700cf5123 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 6ffb94ba8a32db9ec4abb4c33dba0d16052757e9..5c4bff802b834e418af5163604800d50cf26be52 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:028b1452b186", + "target": "069410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.272 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 40e0a68c4a49a0ece798924248db979abda135c4..09784c07a9deceabe92e2c28114843575677bbd1 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index aaeee9a636f82fa31eb9d553b2579415029a6b0d..f6e7d303a1bf7e1279ae4372b57a28fe20cbb291 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 5370328553b8048e731a9d0a3d879faaa7a22948..557d81e75b49085b805780b37c91e16b8863308a 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 0ebecbfdd54bc8fad623e5ac62efe747460dacb7..557d34cab8cb797fcded7e6e7eb822ec98889fbe 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1475,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1497,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1515,15 +1515,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 79111bcbfda84bcea7da4ef9dba46f079d0672d5..c67d97188e4d93e2c402d231fc09d9754e5518f1 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 1a995f3ccc906040cf023cab3f316fa24fa37d5e..d801fb915fd15c069a144a93b7aa6a7b6c4bae1b 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 9278198828cb67ce51b2d8bb1b563c470c57c3f4..af53ae8bdbb8021bc2b1ba48cdbb65e16493cd21 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 163.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 148.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 84d2a8224a2a3805a60ef3beb515fbb740a6d426..1653d77b420e6ac16ba7160224e3ebc34f0cae4f 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1502,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5de94532962e", - "target": "069960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 1bb81afc8a438d556839b9566c3e8dfa8816629a..693bc215aca0d7909fa4e71f6022c2cbcbdad969 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1079,37 +1079,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index d18641b9a5978464f234081125aec8d850732fdd..dc9e6a2ea961e64040ed3bf1e1d5a703df8a8460 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index af81eacdef4c462eb99a8e7c8459d0ded98f7751..d053434da039a3b9334fb7c36fcec635adff827a 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index d9d932ff1f8cdda5a50876e3183c52f3cec9b763..2fac36cd935ca43237aea751d28b667228df31ac 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 9648afa003598a28ee37212ff370fb5485b2733d..a36f9deffebca2f41432fd8032d60df48a32724d 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ac1a1382ec67", - "target": "071050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index c54f419ead68c2b252daa0d0fd30a3244261bd1a..9ededcec7556c597fa2148cf936450011895603d 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index dd5fb0f8004da3778617ab5b677862af97f2ee9c..86d0c9519dd061e42a5aeb24365deae30ee12c84 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index da3c5573c6f7317efcab81e582d3918ad0bffdb6..c80813c7349a6e6974d24f2609d7fa76628e914a 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index 1ca2446f5587c01ba0b0523711292bb56d91972e..ad7672fb7e43ecc33e969b470a2845463dfc04f7 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1536,7 +1536,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1554,8 +1554,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index ec211c65b86436dc8c91f0a9b715e7bf3c4de628..b86821e630858a151e7db5ffafe17541993fe97b 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 2b3fa9919e58e680c4bacc120d3f3fcb6fa44f05..b6115d79fb911487ce75e9acbd1e2834221b3c8a 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 25.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 25.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index d15523c5b0893e5c88d986b7a421d590a5b58dd4..f79f7329a655e2055ebe3a28906ff9e5085512ba 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index 1c146fc635434b2be36584c4518e589c19458ada..8921fdaeaa509b88c6eb50e0319564890eb30d38 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:78524f5545ed", + "target": "071850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.614 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index 958371e01c7da5f173e5e76875134a79a32b6802..67df77c6cd911ba4b61a362d5d4a56fb4fbe22d9 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 244.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 247.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-29", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 937fffd8cb33886a395147a39508dc596144b580..a1fbf363759abfdda6148f87c280cfbcd3adb8a7 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,19 +1274,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index b8a59757b29ef9bb95cc53d2a74355fb4c09be4b..a7c881fb0ae5edfcafdb1375602179c48cdcbf95 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index c4a08905e828bac0d9dfc0c3b29391d592557c9e..04a6854465403b3d5cf96a3733c21f0c83d1b5f9 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index e015ab76693507d23002f8230eb16d98de216db7..b2dceca2203053c6df743ddc1239ffb695902736 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:26bfb00d0fa3", + "target": "072470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.415 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 04dd7fdbb889c867b1f7dffa59ae5e52d7953557..b4af2b7a7e4fc85bdd95adad93277cb568729341 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index f613b0557431edd28462c3dcc14030709a35994b..923755f17a63cefe092c1a3512d72571756845da 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index e61983149ae02d347b6105aef19fb6028b90bc26..888af2d87631adb0127f0350f78cbc040e3bf10b 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index 0edb4efbf276f64077769abbf62d3f21436040aa..3e5f2452a907d71ab1e765377ee01a01e18c3330 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.69, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.69, + "grade": "dCR-AA-", + "score": 9.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.87, + "grade": "dCR-AA-", + "score": 9.96, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:60184430b1e3", + "target": "072950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 095ba694001eff0990c8a74f9e6419c13781d5d1..bfc43990f77ff36c106a7c81b9e1033260f3adee 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index f8c0778fa59c87f708aa542d9d04b460f1b20860..f81e69cfe98e7d6ff6ff6fe8d74cacaa68eb7209 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 9a8e60405a5a187386b6eb0ab63f306d6a736f8d..392b310feb2b2e8fbaa0cd30f599be437c2bd005 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2020", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,37 +1115,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index 8934d8b65b77988c218417b53fd9bea7320b493b..d9af8454724ac69bed5049e863188dfea8c4ab5c 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 3604d7753bedd13f34fac07214bb5f20788e7884..84f9b497764faa9114b8998897ff9c519e1a13da 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index ab34de51c8de2bda5e28c3acbbb77de67c1f4095..cb7eeeebb96c5ba196c79275cc546f3b50dd1b4f 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,8 +1553,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index fb2cffa9050cc7ed3f3a4b4f5823e441b262119e..9e6288086d6930dc566e41f3684df358b619bfa6 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 11fc780c744319f034832312a72ed29c6bce5b97..fe4b2ed2f8a1dfe66543ac5bb1d805fb07e92bc0 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1430,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index e43b2e8fb3b9e26aa48edd22b33a2d7a90797c89..85974b3e1d9f19ca556e2acb2abda496f10a13ae 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index dfb016e76fb3e8742916f9d3ca2b254f8b6a64c7..1e6e57272816a6c30824339af5d0af108e8a6022 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1066,37 +1066,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index d4c849f7ba7de2feddb368d4ed8e1f58338eac72..d10cfbb8745ca974c335030d9b0f12adf30a642e 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index 70b8565a092398be972ba14e2421a167842b2c77..bf11229276f06e742e37ce3221f08a4fc419109e 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 254fd45d0b6b289e887eff90f8eea3260a534023..52c21f52439f7774a249b5e5daacfd012a5652ea 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.48, + "grade": "dCR-BB", + "score": 38.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.57, + "score": 39.82, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 60점으로 등급 하방 압력", @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 81e4fd4299e00c7c4ed9c70264d02f6a785f3855..990a0fdb2b239297ec6a3a6f432571447cf03453 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index ec18899afa94a65d646f015b108fcb6bd8e9903e..e09a47d82cc50c16e0e35f3937327746de6cb7ec 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 241644a65d63c2d31216bf967efdd8cbbe34dea7..0955691eed0525b857d22d160fa50a2dbe8a46cc 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 2b8d76ab47327da0411156f5fc82f0d659da31bb..f547d217cc016d09b566d79bd59b6c0305955398 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:82b5d9bb54dc", + "target": "075580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index 7f4bba378dba7f370274d01b7c8738d4963b182a..e3b0ff49f9e80ebddd3ef1ec3b1bc717f7192e83 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 9fb72eb9dfa5cac6050ddfd0b383664b64714b51..cd740b587d98b466425c42163c70cd139e4720c0 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 7109bc801cad8455cdd04721b692363d2e389d1b..fafa04ad2d92eb7741b3be828e758bc3046939c6 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 7d1264ec70c82c84cc2b48a65308516e45d718c9..97a0b0dccd67f28c3fa4613aeb040d1320ac83e4 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.9, + "score": 40.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 38.4, + "score": 40.65, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 9da675f9a0f0b8f3500f52a74b9772a4371b5fe3..d2ad38cf0830e84b7262684662bf15279e58f766 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 87a20de12e67dc61e6e875ab149f4b5a0f97f85f..edc5747a2fd38f68a4bcc79fe45f176efbbae70a 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 5235775c4622d0411607335a77c068c1b879c822..b2620f2269136180baaa4456e05d806b2ba64ce1 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 98b29788faa469115bc25f79d846a66621bee783..3057377cd7d6b72778ee19d9df8e4fce5d081a32 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,37 +1170,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 710f544fd4201152ce3a8ea020c956187eb26cc5..29c636d6f5b26a7ba6b05aa25449bd09fb7f8e48 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index bab5ae18614dc5d8dd00421bb374a32785946f79..5e82c2a446002b8cd4ddbd9a8a461784d69c90c9 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 83cde0018840baec25b9ca248b148c35bea45f47..c6b2160a65f902de763542af69d858da146508f9 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index ef553d02fdcdfd1c84a62c27c7bffd6ac2cc7203..144f6be9adbcf9a5b1ad379e5aeaf0bcc7d5232c 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index b5156091517ec384f71de2bb09299360821ffaa2..00cee35dae2af15dfcb5cf38d04b178824ac3596 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index bf3d40fb1e1f38a80db7f3891951eb95e57a6ea0..c90f304fe025ca13d08d7acc09e11a69df7f945c 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 8af9e76c0e61968b9291f39175501bd855a8ae9c..019963aa1a661d79d7f7340330f54cc330c3f7cc 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index 55699d72bf2e84b526d0a8c3d4cca19d4510164b..dcfa496d26c1c00829c8d67b6d1109e7e495f368 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 979c04f348273206436c61611728b3f0b58fdcab..b76aedf168ca06c9dfc46377b536d5baae656f08 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,28 +1238,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index f2574168d53bafd36db5cd7e46506def03475971..af565cedfeadcd322256f48720621b35ccc11200 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 941b88f6dedbb4a4f724b3943abf04baee10a6f8..9750b9697333f3603b7bdd318f3af9b7b75644ae 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 0d1968ae9a40994aa10e52a2fb45f36c862914b2..0842b0cc24712a73da4d910a068354588b9a69a7 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index 4718380e9d20661e1416d625348eb9e635602edd..a6dbaaede4529284384d3d3320224e205571aaf8 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 84cd5e1423635ccd91b0c1eb1a928ca7dd4a961a..045115343d9dab5be6fc4ef4220773b79e74c85b 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,37 +1086,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 49d424a90859740a3c4c3f8bf94bd583bb0b5103..7a113eb7af28a8b28660bc1b91bfab46da6b7290 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index 55d400c8182e58ed20b8e357b066e6510a311362..8726b3bb1f025506470d9a977640bc72bac419ae 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,37 +1235,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index 401446a24a88b4fc38006b133c35df8d9ff4ac83..7c16dfdd19f383798c55b2b127b7f8e540981c33 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 48561b2c56e6d15846ce84a89f13cc0ec1213895..a24a8e3898283ec8ad7279dba5848f5a05bc0e8b 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index a386bf605fb1287645bb00badd259baece3b9613..ea46fa212ca786be43daf83734cbc291a198ce65 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 97d9f4f4714313f8c7e5a6a0b12d9ea94ee56b5c..b801dce61f994e7931030dc8f9ee64278a7ae406 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 27eb8e6cba5c952c3227a745a6c23a207d6a0959..6c933f698b11cf4c89417428c1b63a624eb6e3d6 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e01605d062c6", - "target": "079650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.617 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index a8b5e92629b8395515b20cff20e50fdd4a6d7736..173de6ff6dff7cfaeaef36e75abcb676e3b3d343 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index cf10fdb7f471e0ab00726944f2a1902053e67f12..3b19a791f0a12c15c98ce5487bd8be9af35ccdf0 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -700,15 +700,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,12 +1122,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a04b8e05304", + "target": "079900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index d2cd896529607605f28403c05f9e2eaeb6281a1a..14856142ae6b0375d3a4106d457d75bd051f9e12 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index f1f09fc0ea16929f3eba33f415ccf393b46a5e88..862b8ffb96400fbb43c51a3c199138eed7f0eda8 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index ab325313f7f661cf8ecd4ba31c90cae2a92721b2..457cf820e3b20747ac08588c591ca3655dc41f29 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index ee7673747cba59c5cc6707792755aae1b4dca264..5a9eecf6df412737fa5ce1c0641f053fff7fc8eb 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 263da9ed30d0744f01b388e806e517afd2e29deb..95d97a447f6ebaedaaf20e3214b3204ae3ecc474 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 7ecda9c9550fbe8865a4261ef6f6571944be8444..4efc1964337832d52243b8460efb190bd0ee5313 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,37 +1263,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 98b69a91f117a3e391d4ca5ccca4883c3ffd1e75..8dd2000a4cb2b41c586b2bbfc8e3390732a2ec3b 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,37 +1270,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 1756caabc3a9073dcc14525145e2f15ed4511ad8..09fd4347576ef0a4d23a85fc6178536cce3dfe0d 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,15 +1604,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 6c5cf248ad6064f99e3e2b2cf464d5dadcc489ba..96a0e3867a7b681af0e09e02c6a1e43c9e9462d6 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 4875d6f1357630ab84ec7d987385b6b952d21fe2..0d473e4fc9e51aeaf63592c14517ec1802cc085e 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 417d86d6779519e07a485cd5dab26faf51404d8c..89dc5ef2d3fdd73c4a1d27e3ffa3c29ad24e83e8 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 74b34ba22253c495b57ed104ce5adface86dbb34..44be5f659e5b70832810f6c2b97f7fb8c3d90f78 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 9415adf974e56f2d7a61ab6b410b610ff9d1d0eb..2224c3beb36b5ad715bc441f53dc9c5988177d55 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.84, + "grade": "dCR-BBB+", + "score": 21.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.43, + "grade": "dCR-BBB", + "score": 22.43, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -910,7 +910,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1272,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0df180424d77", + "target": "080580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index b4f85b335ef7a51ae66f44472ce5f3c319f1fe61..e46e732e4fc2399c8aad9c1c9ed8929892a380e8 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index b379ac6a9bcbf08a56aad15b6871e71760dada45..e1671917dc0f600190b59706ebec351b8a714fb0 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index c4e105c9822e5e21930d7fe1e8c45f960adab492..d66388b205b720a24b1a405390dd2c0989f66836 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,19 +1231,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 15f9c89fabc7954346af51a0085d6f2ec80c2a40..412499fa43673d5074f8168c309cdbeb2def6799 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -597,7 +597,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 3cf1df87e731a9427a4416872b316f78bd3daff6..6c73292e236e8a7410ef4bc8589fdce032b36a9a 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index c1aa91e3332a79f86b609b3a164a41494d29f52e..740e0d3dd18e7ecd1c35ae9e7294aae802506c0a 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index a8f0119fceecfd47ef3803249423613f661ec3a6..ea3ed68ae2b30e8d70478851e9065980449a343b 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -630,37 +630,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 4167106538df8ef28cd60cc42069edddc9ab2a4d..29172daf6cce36d34347719d435da4d80ddea029 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 1dbff96b5d59ac6a5bdf5af5033c07bdd40d72c1..8fe2d8ca12b1c886e3072737aaedc0fe15f5414f 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 365ecd763a3a4bd2f539b60b6d8a9df57115f414..1e57d1a0f1b539097a0a8dc885fb0a2ff71d6e0c 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index 01be3ec89802d7e80e451f94458bd9c2882a458f..07a27fdd72b9b46bb884107011bfff628756c61d 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 35ca264d061eadc66345228f01023b496f2d073a..69e1fe294db7d1d91036a95902f563226ef24518 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,37 +1271,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index 2f6d31b6c41ffa6174e7ac15d656eb7b311ffc4b..84dab06eba455a317490f6df6cbe20224f03ef47 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 19.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc59c5698ba9", - "target": "082800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 3a80c835f27bf053737f02add17effc964395227..e27422ffb7e5b34495d28c9b61ef8629a315a5ec 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index 4cc7a03657247797f53f4780329009c355a34958..c65a350dd69c9c7179a89215bf7b63dcccdd85eb 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,7 +1545,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1567,7 +1567,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1585,15 +1585,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 80c8af180c6d635a85b14c63d2cfb4365e405bfe..cc1a19bdf97f4ec9db3d895fbb6a60876d2defc7 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index 53550b54d7c467f77f972360ccf93f0973ce986e..bb5ed6bf23317f6d7da5cc3bed332ba768fc7dab 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,19 +1243,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index 55e94aac1169056298559e03d5b271b33928ccbb..25f50ef5c9f0557d3f8e026a10e873570310025f 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.22, + "score": 12.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.51, + "score": 12.79, "assumptions": { "scenarioStress": "moderate" } @@ -917,6 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1651,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index 4622d17af7ce17963910c097a3ba112d941eea49..39f4bc8d85934ab49c91c7b5bcd7250f842826c2 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 2bbf8e2bb400b78601ebf65f153ff6042d16029c..bbd0039941f99368ade4ece9f7fc6be3aeb88ed0 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:651ef1eedc41", + "target": "083500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.692 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index fd9b059ff2b3797753c555c5b68af3897143c723..acd825c6b69d9539f20a0223fa9ddfd3cb3ff332 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index e158056f8480a2c208af346557f8d185b1ebf430..61d0127ac66250e7baad1e789760d8d8e76451a5 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 4af45f83a1dd5a948eca61f76c31cbaffd0d10dd..8d12719a6fe70b2958309a0f581420331a08ca21 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index e265cce53349ebb50dcf45c01837a567404d5af5..137a192f855582a8d00702b1e1f329e9444fd18c 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 3ee2d8abd794c0936a5e885573cfba384778d8d9..9056ec971dd92fa9ed569769f718abaa896d0917 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 903a601da05b6130af310f9f84dae6258459ad63..a656652fc991e686613c839b1c1abd5d03b58755 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.31, + "score": 18.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.92, + "score": 18.92, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8a1a588ac385", - "target": "083930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 92b287479ac29231fa25c6da174e8c100f79902a..feb32b43df3491ca2089593e68731c62eb7c80f1 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 4216bdcf7cfa2de7fbcad4b2975945e55e22479a..9c7595716da5236f4e0d07a995e279a808ee9fa1 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index c77ce8a2de84c5a6385a630e63ef70e611a9451b..6c0f9668aa1636f836fea6fd79841902fbe59267 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.01%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index e59cfc712e56adf96813181fa24209ae38e96864..b6355112da4f4419e98faf74fa71eb63d0cdac49 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index cee5e9e8a10448c59310b9d260059841400222f7..f74aae93faca2d4914abcfdc74e6f4cda7b74ce8 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -945,8 +945,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 6c872fc8c55c4a5ea30f13ddb6116dbd0955b239..e7eb8ade31479b4575b75d687bc1ac12a7e6f55e 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index d2c8265ade557dd078b9527795f8f91ca72bb385..e8d695f2f62aca4af3c564667a03eb7e30487a9d 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b9913e2a5a8", + "target": "084670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index db8ce58737b1084b06cd1e1af398bca9ecdf6551..b69f74d654381137ca780cc82913d3180fcea590 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index c52233109bcbbb643a66b1ce9e4f258876efcbf0..33b43ed2d81d29c9c4cf10cf3286d0e7cef11629 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index 54106d2bcd5bebf95d6dac87d7477d650f34a2e0..38cd45c074e8039e04bd7e2ff53ea42795e6675a 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 96947c73f3b3a9d6efff8dba86e662d3313e0a63..6be33010fdd92440af2055a9f94b35e80635fd08 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 1051.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 1135.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index cac8a8e38e093d7d90c8823168d870ee7c3e35a6..9133b1aaa612c74b0061404e78a34e6fc1042bbc 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index d16b2cba9beeb175ee8b605bcac05b7de9be6510..ac47d01c553476d3ded6eefc49c3a6572478ca88 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 9968eb8839710f92dbbdbc1b3417c3034ccaa6c6..3a863cd4107a0e2a49f873a5fa692fc17323c131 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index acea046ce512347fa2388b1ec107de3a2c01c552..5878266511340b0d66220a52af7ae627bdaeb805 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index db7599a666c6fd0bb32fb70db4c07f63368352ca..3241e0c62bc57eb33ca9ffda1c1a29de9350c9a3 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index b54ec6790304aa0426934485fee4e0af366c2c4b..7ec39a74cfcabaecb8fae86ce6e2cb51ab0e48cc 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index 72ac9d32b5cb572c3153d23c24060b3058fdb6ee..212016848de84b391fb47fbcdfca85006f8b8663 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index ee94afa7c4cb2c377110797a268ebc5776bb5335..1c5982400191d50075050ead5aa2af128cdfa41a 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 1427c706d4545d5f4af7b6a1f62cd46442213237..60caba7fc061417808c0866a5c3536bdc518a9d0 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 21.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index e2d88f16c89fa8df0cb578f18a59c45b94e28a14..13225908bb8b757043a76c1a7be05b4ae27262c3 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 7da1c07af006699a7de4c050ebc86ad43014a897..dea409b6b2c13d0215a061fac7f77f0c1b3974dc 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index dbc8ffe37453659ffab63a9980c348cb11c0ff05..34d535c2cc5b2bb23ca76df9b1315f7acbd3bb45 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1550,88 +1550,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a80b03c7122", - "target": "086280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.67 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index 8df5c83223c7054e5f418293d16efc2e803131bb..a4d180b099562c102e3d4b1ae594134d42dbf0fe 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 6933a0b74afe1fdda0edf8fcb7fb24f20410760e..63d0e22d72221bff6580fb6ab2f42ac6cd195612 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 16a020c63019a64fd703612f98f124fff9119c56..c475ff079402d65c9f64f6ea2ebd4130031bcecf 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,28 +1278,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index ea41e8abbc0fb36f2f0b754972d3759fc6d0702e..fb02a58cb67134d64f625ebfb327addb5a106acc 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index a040f4053f40c10cc0765940fb604cac81e93bdd..c60f0c97af15d5b5137138f4111856976b751688 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 40fb9633ac3b6ac09d2cddf9d98b943c4d6a29c0..2aa25c6f0720a6b54cb53ae7c53f4237dfda0972 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index 81c244895dda10e5b48fd5e39a6f27f3740cb56c..30174cca0f8dbe75ff8b7793a50f8dcb1ea2e597 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 8.32%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,10 +1020,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 200a8a029af997b0317181404cb1bb831bf417e8..fd48fd9d2139b39bec273c9d75f340fad93de32d 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 2adf215398bfa4fc09288b699cde4b55a6694996..650a386f46fbd5051a27e47d27d2ad34f16c215b 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 068399b45e91570156a05081bc3f93161558bd7f..eb25df3ecc7ef34b4da66d186e445e65adfdcf81 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index 70a9a6f88d3ef6017700e780b584a5efd6510509..d9547efa3e72e028c997a1d3654004d2625f393e 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index b67769d78d951c5aa7af4139de69db7c789f7edc..64e101c651b608710e6086a3e85c5adbc540b589 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 387472e7d3e1cb4a382587f125d8c0bda4f4c8cd..b0fd3df700143d79af15610870b4cdf81d1f5aac 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 09b48bf821eaaff3d157688122736d19ac754a48..d965b1fdbc4bd26823dad42ecbd802f3c52b2382 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 1eca3cb0b3c605d2e3ee8843bb69e5dd72e833fa..40e2ee0900ac93f11b048bc4e1206bbed453d514 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.18, + "grade": "dCR-BBB+", + "score": 20.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.12, + "score": 21.94, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b451240e1e05", - "target": "088130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 72ac50c0ecb935345cd4e558c81d6fd82e55051c..d6b8cd1b53cd38e9c698da4261aa357f1f45d184 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -367,19 +367,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -393,8 +393,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,17 +438,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -515,7 +515,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -524,7 +524,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -574,37 +574,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -631,7 +631,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -647,7 +647,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 114345ed2d62233da76a0d3103521dadac71327b..ddb86e262041b7df92c5a1d89b4a17d58488a12c 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index c7aed76bc2147e19bcd3404d25045191a6fea18f..a80600b0eceeece83fbf71b006132584167a986d 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,28 +1240,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index 78773a4ccbeeec119fbf12d5c81f5690875f1b24..abc3c445010abda5768665932d3e7d2084243929 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 52fd2eb213150742e4c78f4b72714aaee00260c1..e40850c7f2e38032739e7a12b30676c47bfc2e36 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,37 +887,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 183d6f10d8e618571e072d18ad28ee864b12f773..14fbacffff842ac92594a654bfde5f0c6b8f68b1 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,37 +1270,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 5879c02d5c21ceb8b18702a90f0b277b8e82db55..595e2b57851ebc0e2932dcb3695a773d020efb72 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 424aa5408ce56c9771a7ae3173ef02f011a3b340..0729effd730dcfbd75b0a32148e00f396d7a3386 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 09c1a378c8558ae73b1d0b75d49410e833fc35df..8d728685ae0c4e582e9f89a9428210def970515e 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,15 +1607,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 0fc7e75b66b169e7c362e36fadc20f582777d697..694a96cb83ce9c83b1de3b7b38dabd9890fa4a7f 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 2df975f42f578a1feefaa88dd30795c6f11ea213..9d08ca84d844c71b8760a464e07016ec060bb774 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 17.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index d00680c384509d387c4f775e14771073a6fecb46..38eef0f939e2c35a08f5f2ed1422eb33e8de65d8 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 16.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 20.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 1b7f131c1e9130e51c430839232c98c21c72cad1..ae47b3b6999a33de59dcfe7555819fb340d6121d 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 9b8eadf8c1aec8188ab92394afad195ed5b258ac..6eac32e69870d3dfa50ac97810c388724c0948ce 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-19", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-19", "period": null, "status": "derived", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-19", "period": null, "status": "observed", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index d5337b663c33eb097cba93226f6b990a55265435..22a20b559decd4f8d2b94e7db0d38b98bee8dabf 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index 526b782479b11498405d4fd57f281a9f45420fc8..2b5d98763ec7e6c9022b02e43552fd9d866560b2 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,15 +1642,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index 06e58febe39e2dac38359e8eef7af63414c46aef..851e32af665390ea71a828faf9d0c326f0d05d2a 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index 747b9a7553360cbd87cdb46654b859e57f04fe50..99c81be839e07e375879c229b3b351a2baf084e9 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index 758feb1fb8071ad1e5788ebd12901ed9a563cf0a..abc10d7394f994a26cf87eafc0176e658c772924 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 7ecde22f554f20af46c9c6a121264921753afa61..3c392cedaff7951a37a5f079784eb36ad6e52d19 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index f86a82996609f124117870d43b6f58f818605bf3..bdf3f1540d7ca8dd6c0c9db3039645a89ba3481c 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,37 +1199,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index 437ea677c61993751183ffd4cf8085c7ef2a1eaa..07766145d2f9bea70256e905354d903b7b9937da 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index cc7760e2a23b1cad802f65e7295879a7011d9653..ff51b7785cfb4842908f600b6b24b4d723abd8d9 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index cfb15c5bed166218de41d80a8921e3c167329793..919b729d7dd67f0cccbea9a4eede4ce4809b1608 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c634a5426425", - "target": "090080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.281 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index e925d34b7ffd7d53ee22fdf6dd5a49ef3993e497..e8fb2e1320c99e49eca71c279d1425a831fe1c3d 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 9f3e4228c58d32abf2bcc92f971ed48a2cb8b788..34a3f9caaf5967aa66ce19fd11cfb840a0717f2d 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,7 +1605,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1627,7 +1627,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1645,8 +1645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index 86389d29c8a9e49e226c169593e2fea0bd7ed0b6..bac0d715676e4576fc3740bff4ab5d09cedb833b 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.53, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.81, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.53, + "score": 12.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.83, + "grade": "dCR-A", + "score": 14.2, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,6 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index ad8e9e67c7fbb413e2cbf3c0412eecaa7f4b0220..aa4697d25ae159aef1e48d84b227970bab5b25f4 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 08aca26cd64392eb2ab7d4d7c252349048f4a874..476fe67826a01c1a242f924363b8eb5f111b9c53 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 2f4b52a705d687d8b3b174f678e7528c28b0eadb..d18d2c1f94fa2e75becbcc432a0a62bb22870ba7 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 4a5ea1b137680b7f06eafc7e8e1ff7bfeac87ad9..4b1f5876788a79bdc2023a28ad0c1c04510baa20 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 482a07e11327b4032d88ab5237c8b997801f69f2..0326d64904ee2fb448280982dcc38d2d3d69d904 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index 6e5d07477a3f42d65c4747d23e39312d1c9fa57f..bdbb31d4f6e1e5ea431cd040d66fbb9eb65f101e 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.79, + "grade": "dCR-BB", + "score": 39.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.24, + "score": 39.49, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index fd823a32e77be86fed44b0e80d4924fe669ef485..77228907139f62dc1a9c96cbed398a65dab9799b 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 18.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 85cf1bddef04424c28b94bca71dbde617af7222a..03c2648d49409f23614ebb5f5d4dedbe01c7d981 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,37 +1159,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 0ae3a1963e90db2dfc8cbc9bad74996a5339816b..03db0c2d0a32db04a97f4f5bc9548d069e23cf2f 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,37 +1267,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 339337fb7d75ab98d4f7f61253868918158ff0db..aa5ee14e7eff4852378a8da682438462099e65e5 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,37 +1233,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index f609ade2428b999549c01ca4d0bb1a7a47231a43..aa8b6dd027e1344e0392caa8313c3ac59511f174 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 16.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 18b5d14c58b95d9a88581c3adfd2cfda3f87f1da..e4d1c587f20c31de431dcccadebfdae67122a46e 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.49, + "grade": "dCR-BBB", + "score": 23.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.68, + "score": 24.68, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1266,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index aa1a7f82304e8af3fe2fe31a464809129d3a69b8..aaab8f543149c15bf1ffa6f9eb576527dc233cb5 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index bc652e8eb0fe097ddff12bf5e7acb096afa9d391..7f549a52142160b50cd0facb1d6a6a8c6f868d70 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 22e681d752e93509c94b01f55751d07ebf080119..be3243c731b06096f95b5b632d3662c6e8cd2676 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 377c5ecf65ae49962908487b07241d825591bcf1..179bc1181318064815ee00cf69e8512068bd43d6 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 7839c2324668a7e8d748e282fd33e2f7d1a54f92..dfb74f5decd1c20a8b5d2de9ea6168709019eea3 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 213.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 192.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index d209cda7bbc6d4dac8009a5f9a0cccf049505067..d5dcb2df0365b737ee978560228d569f616cd776 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index f7d7fffe1f08cc6025aec7ce3afcce85e1323328..4fa0a5e1a745eb25628824cab593047f0dae7083 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 229.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 222.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a9fb1583714f", + "target": "092040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 8f3964fe603051011260fdc7cefe8d4311a38e13..947fde226ddb1ce136ae26ea67ea526cb35407a2 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 4181cbf8b6f3ab462317448a53c695b34d816258..7009caaa2dca6edf2c91429faa5a36f59edcef03 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index 73c025c155511ca85dff9d8d522282b8d8929599..05f9069026eed2ce3bfc7cd2d0c4253d2b40307c 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 33.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 33.33, + "score": 35.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 33.98, + "score": 35.98, "assumptions": { "scenarioStress": "moderate" } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,88 +1426,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ae04456b21ed", - "target": "092190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.204 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index be869cd088eb0d346c221f8218047a5aec3e9b90..7f2aaaa8548e8fe2386cfc2bb43b735490983d24 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 21.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 23.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 79ff9a3969b13e13163f792c9d01cfe625153669..319d35b456cb556b870dda1d6a9d2499571fdcb3 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index cf2df7896b41ede56a56124a5c8146fe6d087d54..d5959e4ff10a2ab92ab828a1a6998f9eaae3ddec 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,28 +1274,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 09fadbb799f484690f0975e80a96138e7468705e..dea8535971737c4aade6a1e7259d2fe97624c45b 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 74.41, + "value": 71.91, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 74.41, + "value": 71.91, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,9 +852,9 @@ "gradeHistory": [ { "period": "2026", - "score": 14.47, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.87, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc9916e04e33", - "target": "092300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.405 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index 20500218650aa31a7ea991af314a4d8bf8eccc2e..3dbd9ea8f097c21db75d5592f0df0155cd900f73 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 396cb83d4b47efaad586ddcacd89f1276b1c5ed0..388b7dbab10e7e949fada71ad8208af57915a484 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 51e42154e5af588556ba784cb7e6894790ec5856..7ff2c157f1e8ad10e33052e000b1906b3fa7295a 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "divergenceExplanation": [ "현금흐름 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.82%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,19 +1204,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,8 +1531,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 1176ada7a9830915424c07b32881aecc73fc8964..6456666260f16149aadb7d7023cadefa3ad45db1 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5c63b52f3b3a", - "target": "092730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 944feb99e35a232aef1ed1965e8f243fc7eefc0f..a4513a87f585b2cc52a93e9511db8c29dfaac3e2 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,28 +1260,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 841b7c4133fd562273924ca405003ceb37f3c941..5b79687e48edf8988a54991bded35a38f6edec04 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.62, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.97, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,15 +744,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.62, + "grade": "dCR-A-", + "score": 16.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.45, + "score": 17.94, "assumptions": { "scenarioStress": "moderate" } @@ -768,11 +768,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -810,11 +805,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -956,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1002,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1155,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index e1a830c14ffca07f6e1d8de197d6ceba29584612..a5b62d2f74035e237b486f33ce487839f53657db 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,19 +1278,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index b373d97289412b0018b4aa3a539f42fd4004af55..c47a893ce47b59876dc2ae2e659ecee75cab8358 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 2135f5c7bd6c6bf3b84b03ed748987228b5a30c0..1c5c9787b4afd7fa4a08bf26c7c52fc3ae7b4039 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index cd1d530d936b602702aba4461936083d0d384ebb..b5b9c15a72cd5c5ff40dadb5888fb87a82f56e04 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 614ee32cc9e980a2b868847c2cc0ed3d98900771..bc158973caf381cf7d183471af1e85624e5bece7 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,19 +1248,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index b2fe3ee80016cddf6c8fba5d45ccc4066eb234d0..c2dfeb335565fb8dd8b6ac1d85bcfd7da3bdee33 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index e23f06f0ab9a9d2342d188d621af63938f19d971..cdbf3b08550557e46a86c14fb3b40dc8ba057b67 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.29, + "grade": "dCR-BB", + "score": 37.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.16, + "grade": "dCR-BB", + "score": 38.41, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6a0a4da4447e", - "target": "093370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.244 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index e1f00905d2d98df11ad5ca0feeeab37431153546..995a7991ef41525aa98dec338f688c588cf261ce 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index 765118850b257dae9073f665a3775ef6331ef2c4..6fa050013c9d90b7c461f2aa70c94a408af72749 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.4, + "score": 35.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.04, + "score": 36.29, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 37ba2a18772e5ab6f7ac4fb6ca98061f50330cc6..aeb4c5967ab4e7be1518a0e868e0f65871a708b3 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 1334090b8a8b78f19079642eac385414c5194c4c..16bda5eeef2c3f3720849bddbe1c335ee2d25adb 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,19 +1239,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index c63b2e54c615b7e9009bcd436c84189c640429dc..cb7c2b2745564a49ea41b88405db88623e6e7b2f 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,28 +1279,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 9cb0a72c72101f260ee145bfd954035797087649..6149284642c7cbad804cea0fce5e663f44416f14 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index f9da9a9aff0afef46eed7e586fc994600d251552..9d0c9eb2bc2036937067745105bb6294c77e4b9d 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 14.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1493,7 +1493,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1515,7 +1515,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1533,8 +1533,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 8251acf49d3957699326a6867503c832d19b9a60..d1a0c210fdd462efed92b234407e14279841653f 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 79b96bee5ebb88b2bc063e9dae6147800a20a94a..15a58d81c4a9268781cafd42d1c974f11492f4dc 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index b73720201f2456189edc87d71b26ceb68772ba3c..a1731c8c68b34d2aba9874d78b1e026976b9148c 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,37 +1261,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index dd6a2b95e056f228b46a5f3d852e9495b2460da7..2de5c9a3464caac86cad3f27891b827ba63e79a3 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index b564978b0e6d98d7eac55434fbad2b3c9a865159..a3bd8c210d9bff9625068d881d82c12c8a8d7a6d 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index c57a01aad8d95f6b01e5386feab786cf1570eb7b..9e1c915727e6ceda8b4a4ffc25ad8f495ff71870 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.70, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.99, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.7, + "grade": "dCR-BBB", + "score": 26.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.44, + "score": 27.62, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,11 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 9.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index 3e8f1cf2a704d3ff5658742b6219d0166e8c2881..50b6d593cd04f0fedb4635c86d3c265f44dc85a9 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index a8fb9a9f6859236108e04dbe677e5e3ad16592af..67b12247708f401698fa04834038158fa500cfbd 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index 16e713f50def26d4a76fe3d1e79ed23eb62163ca..cde5cd1bd5cbc61adfbe9fd99b0f05e43abbc076 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 801cd7b82ac708d8e3ef2b448915cec9d48a87b7..b9a92fcd3b6b40803b9c5d6eb2b7080bd1455c50 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.06, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.06, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.06, + "grade": "dCR-AA", + "score": 5.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.6, + "grade": "dCR-AA", + "score": 5.6, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,15 +1548,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 364ddefbe85f66d4c2536e8ca379c43cd7064d97..66a7456379fb5ef0dc2d0404a74f9108982f21ea 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 31.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 34.8, + "grade": "dCR-BBB", + "score": 31.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 35.88, + "score": 32.25, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -908,7 +913,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 3618c02a541b49ec85e28ddf967b85dddcb1e510..05fc3b4b58717847d02a07ad8202dd8596b1379f 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 74e067d033e19b9eca1a0e64fc173949dc34a547..43f1c644f58bdc7f31279f80506ed3177cf7a46f 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index d059fbb0184de8b019ffdfd87e600fb6694c3a60..bb208d02952a5e5599d1610ebe6c580aa49854a7 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f73025ca9455", - "target": "095660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 95cee8bdc0290a2717dbf82eea02e46e60a4c2c7..16a0e3b4bba16dbd5c683234ebd978a5cb8c00e8 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 976032bb050d0a8ae352f16e1cf8ea0f08ddd452..a25106e658c11a228a70b053d98626d5a76be781 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 96d8a85d6714d077fb7897017aa786d1dbf119dd..47a08b11a27710afd134033a719bb83581a8c6a7 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 097d4f3d27fef3e38288f42e686e6cab985c7fb8..f5eb487873a3ea4d0e0512ba223eb9e2e3c9bfbe 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index 6d522a937d7f3f6502fa50e4a45c513297933560..e803ac15a6e704709e6685f6ab6467c6636e9818 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index 79760eb566da8c06631c043b7ec6d06b13426f3a..5d2ab9c25dd59ac6834ada61f47fdad6d6d4d396 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 883bc03e0d97c30df71de960b04067632903e467..1fdd59a6ffe7bed4c9f2b3c869acbb483eb6523f 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 16.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 16.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index af488f4ec3358bb1daf3e7b23e28ae53575ddacf..a8b40b9f218b35ca39cec600cadb3eabd726a193 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index bc368b76f17125c67a7d3c6d1184acf8b281a000..09d8510218b7e08b88bf0ac59cc83d4dcab35ba6 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index ad3191b851f7039a77598b7848bbb99096244242..7532ff6495b6ec4fc107d9919d05eda5fe9f4720 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 8a09f3160fa33d774240c1614119328eb66f46b4..9ce15ee2aa483615e19739e27967084f07ba1ef4 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,37 +1226,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index c1de4f1c48f8a7aadc64a4c3cb06c9a31608b183..800ecd62f6a03d551c49ac005684836137e9a6ab 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 25.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 22.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index f212190ec98fb96ba608f71be226a41d8ef3cf25..c55042fa8daa294b10d19a51e997accdfc8d2a5b 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1387,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3b7ba8992452", - "target": "096760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.849 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index da46ed4698b07c2a003281d091898ea48aa45fd7..54da8227b98235b7b543ae0d31d0c3b109a8c50c 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,28 +1269,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index 4dd10f01119ff90a8e18a43185083eb5f0bd7320..d06051d4b166e9ab6db1549583cc68a95152852e 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 7fde1c452e47206be0c03592a116f81b0f9b99d8..95729a1ba4232717bd2a12037befaaf135a4e575 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 51.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 51.54, + "score": 48.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 52.78, + "score": 49.33, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,6 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index f5739d2d0ae9b8085bc51b08a412979f33a80c80..25006bbaa91f7b3ec1c6644826441f4da2738daf 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index fba06f9d4ddad3a4e7e16497f89a46d7701e8725..bc31c1396d4626ad19370777178915a81cb51c94 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 69e10e034ad2ee9ad4833b36bacd8a760a1c496b..4d8fbc317cf6357140393e62961683260f16c03a 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 21.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,19 +1240,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index 67c18ea13225f66be9a44762e4e97fb30dd0ee8c..150207d503f0c491b97ef93fddee18a761a5d884 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index d9bd244e801bf0716d98dc05c54a407947925bd4..a8a3665e28955db23e518d721426b4b0512e6726 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index 1a0e50aeecd141078fc190264d4f9d21d7ef62ff..bca68edd33b7b83306eeec84cab7fdd75e3786a5 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index a9a10fdb5ca210b2524b6ead0965f6281f011290..848e99d48bd75d5c30dc68aeb7daec5b02d4028c 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.75, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.22, + "score": 4.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.24, + "score": 4.77, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:20168ab22ff3", + "target": "098120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index 5678c651448bd4707e8fbddeaed46857ad5e9898..272579081c7c5060a8ee20f44e43fed964231986 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.64, + "score": 4.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.65, + "score": 4.65, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 7acbe08b8942361087f4d7d7de2d5b295c7b12a7..b393d05501a03f50ab80d642508f8317e2bf4ab8 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index 2d8b6f10d899ba67d5b79b36d42705f07881e52c..94f2d03142036b9078ad7cf755ba7759cee9796c 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index 9704262ffecaac75d43da8f013d122326b936866..7fa8e55dd4c26ff7b899a451a458ab63caf9aaf8 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index 05c907aa67abf7c242832c9727cebbd45bfc04a2..c9b4c22b8c3e9cea41e2588909e760a83e6e23c9 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 745ba515996a2939e549efbda6db9117e8477f40..3ded40987aeaa9eb4804f36c420411202a787929 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index 5fcb7575ee0d85fbfd3614f15bcfde2faf78e068..77af98054870a035ca00dc018609c9bcd64b169d 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,19 +1242,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index af45f8f092c2af82e4c621f804c1c10751925649..732707d2e66b6a38a363473b69fd3ff8f17240e7 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 1e94ceacb9cfb5d8dc254f6aaaaf63abd0b1e462..8ffdf7df4f61c7a6e6ab578f42c983f2fe5cfcf0 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index 401b38b9281f32547de88b59a28ec9aa51e06fe8..d12064f720da6738ae5dc16458584850f5bd8653 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.85, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.97, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.85, + "score": 29.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.0, + "score": 30.1, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 138e224acb8f58225304a8e12b9fa7ea2ce093bc..e0902ca856a100e1f676205dce36f1e7611d0a2b 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 6d5b7045f24139313cce6417a6d4db6fc42181b9..27a77cf6e71395be5ad7a944b38df85c00366318 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index f95f84c1cdb4b09f29707bf90a90a66b07767e0f..2f18e42b7d56d0a7d8b5053ebb8d02f3610b1c6d 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b37c0281e1b6", + "target": "100090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 67736a44c1ab204a7aa02e4067a8a6ad275c2349..60c1bb3b4da87a1d6d0b0398c3f6d7baf4a271ca 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 6133de6622d27a150b023f6c55381615f7e9e459..d72e8db913c60cd4ce9ab6dc83dc1551e180c0fe 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -797,7 +797,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,8 +852,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -981,37 +981,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 29f74f4b60114e44cf8cad341c52a62cc26ccf08..2a7c913f27f98d0e58f520817bc3d457b2ab42e2 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 288f4c59417060dccd846ae27a467093ff793517..4abbf3c6cb22b88cf93f7032a3e61ab3228da225 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 5ded401d3392d82c5665400929132eaa8a770f4e..28d3f490e49da958f82a78357fd40d411d848b43 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.92, + "score": 31.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.03, + "grade": "dCR-BB+", + "score": 32.09, "assumptions": { "scenarioStress": "moderate" } @@ -820,6 +820,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -891,7 +896,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1066,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1232,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 409847d82e7695c5df69dbf8ef4187b27579cf49..bbc43f54fa2963f90fbb0f8ce0f5090d40a5e30c 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 735a7061af585c899b0cc7d4c8f2f728e59af39e..045a92f415369a147d7feeb946fd2d0f6cf0a2af 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 7496a356f241fb5c29e3af8f419b89d804e7f035..c247b080b27c0cf60c1d324971c323d39bb628fa 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index b561917c3349da5884f4b43e8ed1ac29af3c95f8..2e7cd59af0ce13d1c4e12cd14f8134a397dd1372 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e92253fe2c5", + "target": "100840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 6e0acb31f3067a90bff8655d89e58bd1b36ee751..99d632afcab3f138e80c4d7666dd7a960ac684c2 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 6de9beb19c677adc749916d951b4d3dfb8b863c8..1dc90727b644d491cc5435364375c27aafed4b3d 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -914,8 +914,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -945,10 +945,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,19 +1072,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 8c67b33fc9b4a7f7206d65f595c499c7493824a1..dce9777f5775ee84f7f30954960938d128245c29 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 80db9f78ca378d1cfa69d6aa05cdf1cc7e423b6d..d826cf30d3166fad6c288d00c50be132aa11bb95 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index 113c6121188057cf95fd3195b7b06f4a385c8559..c9ae631e894e6119162bbf11b206f3e88ad3ee64 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index e89f793dbc569681c411371ac6f5d1f2b4d86274..96ddcf0166947aa0ef11d09fad4f24e9d457f960 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index df5ff0b27033f61b0b848c8cf05ffd2eb6bf836b..c4c47c982fbc5333b5311c7500b038a94243674e 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,19 +1219,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index 97c0749c937dd187c0de79af43abcdaf33cce220..9d2a83b20dad0351cbf43012e5a880be8d283b28 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 32ead1e5097b890565791788a40a833bf91218a2..7ac112a5a733de79b7d27904531865c87dcc28d9 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 249433fff266e98748e1534cd2f32b4da70492ab..56e8a0f15bc24cf13f2358392691e76a8dd5cce5 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index ee4a6c438d2aa3b636f9ba0bee9d2404e59c396e..98115787c8ad6869a9acd70a1f1c442805a603f8 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,19 +1259,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 78eeed684a553732ab6589c556a63d02b7d91175..07a71cf435e36efad90daacb39643afc556d826b 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 240.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 259.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index d1f1683ba44f01dcf96b7393af4e210f2835193b..a9bf05c7556a0a35455be71313cd1cbbc56aef25 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index fad594336faaa8cf34a32cf5fafe7288a398c079..5799dbb305f440c7bf23778575cf6d92ea2780f4 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 46702b4537374eba29e2dfbe5f6c10a1ffbb9f12..1875252dfb1af736e1399cecf1378b742d023c33 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index a735668780999b7f9a6309fc941bb01239ce886c..d18344272fca2ba69dfedf2fe20c9e0916aaf974 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 79f5e47925e6b0a64563c2953cd98fd058bfda21..048f91c1d9ae3bbe9aa59ec06e93a21f6cbf9381 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index 98ce90081dbf3971a145e9e6bd9a4762caec898f..0ee7816024d06e95f4b786d3a3fcf8c5bc3e8166 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 79baa073bd70c43199b709785507c75138dcb3cf..126ccdbdf8627ebe369921110cbe043c85016ee8 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 8eaaf4a9d37bea6ebca9c891c0aa8c5398fb8809..a36734f0f60583576bdf890a42177fa382c38d72 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 00ac34c1d9998c8c62b00c6adc6cfbcd3bbfaebc..4628c188136b331748a5245c4d33fdd967a3dcf8 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -916,19 +916,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,37 +1133,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index b1864bf513ef3c49d936ec13b528b2b88cabe89e..f5fcdfa8cc2c1e7fcad027d71e9a8f4918eb2752 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 07c372cbf785742f4fdb6349551986f7ef0cdb66..3c20ad0cc169f3ba2ecb2a652a22c109d4ee6262 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index edb8f9e12b698f34087172b526276e0ef5be9df8..be7878fa10b172f099a75ef798bde8283427c3a5 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 22.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 62efd5b9fedf20af736fce83b6896cc694b4f16f..64c6a3b7444e710fe9b1f3feece22047034c02db 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index ce48cd0baa430366147df1614212c0ef7f137ec7..ca8b104ccad839c3a4e15a8d28863d76f507790b 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index cfc33ca01c06c4b03137c46877b374d2398227d2..4c523410b7da62709b272d20947dca97fa09f428 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,37 +1224,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 3f34f3abae9c316a78bd526e5691ab332fe9bff7..a89be2e93a2b59464cb03b4995f5ed9949aef43c 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 68185e9620e89572e99e1f294f9b344a1e3d612a..adf51fedae118eb86bd983f51aa63cdea0d2f5e8 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.51, + "grade": "dCR-BBB+", + "score": 19.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.75, + "grade": "dCR-BBB+", + "score": 20.65, "assumptions": { "scenarioStress": "moderate" } @@ -905,11 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index ecd44caf61f31fa0238ebdeeecf46f73d7224690..2a49146367fa41c5bc189dcd0b69967c4dab56a6 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,19 +1195,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index 152339d20fe42656fc2627df83abf8684175a61f..ec7cc72a71235663d0e772d7191ff2c46e7dc7c3 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index a39c5da00690d3a07a086f4313cfbd7e12f8d247..77e8daad5c097c83751f9baa1a7682cdf2885efc 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.25, + "score": 12.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.74, + "grade": "dCR-A", + "score": 13.04, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,6 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1081,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 805fd9f77d7c24fec3ce5a6ccad4d6115493f68a..7bb929d046967969d642994f7cf6b3600854a128 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c39a87199136", - "target": "104460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.623 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index f27c953eb0b7c5dde354566f638418cdbe604aa4..99e1daac3e0ed2235d5a612e139b125bb0b4b89c 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 7f9b2cc32d09ea23cdaf29385db4da2581711aeb..cadeb9dd3666b26a91194597db4b0d412ff55014 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 7af764aeef1c2253503f22ef69a7ca6b2bbbd777..900eaac9f011de74f0cbf157d7b70d403c39ac04 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1162,37 +1162,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 893558fb981edf543a067242dec2ecd7b27bf612..0c017e33e6cf5b6098ddf1f2ba8c7a71f77a0522 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index e4d2e228f91ec2a23f24aa983e70db09bef622ca..2c92ba812a537138aff24280ba37a935f50d49a7 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 6021150a46b0a731db3f780c859bf6b6fff14786..c218c7c611c392c7b13c64f3971489dda2e270a6 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 4dbf3f8c127350025f423c48feb72045def721f7..631b0749d79356cb1d4c1df90241f91f15ac602f 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 348.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index 074c8cf47aa45cb63d6d3010ceaf671151a31db5..a88652820b5ff2fecff6e0d8d0ed377675915a3d 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index c1ffae81e34392908ec8ee5e1942ca5d44342186..4d34378b7a7a7e2bfd1fddab1d78aa20bb7ccc6b 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index a41f4f5e81a914e4b6d75e0013d6c62f056e6779..2938bc940b5a9d791011aa0296ddc3e001bbc18f 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index f34789510e213c85f19169a6b7ab4565787b81b0..e87b281aeaf4562ea8376f8a01333a41257de379 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 001e06c1eccd39724a19e0ef36908d655aea9996..94a7f8a0016c643f021b5131c02d108ac476f3a7 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 760c3b8c45d167d8d6e226357a809a6fee621d0e..57187c9936087b31153dccdb9f20ae433246a987 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 163.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 2e107ace1ed031d362f69197d2ac148b4cf6b19d..84c6ebe54f08489dc318e99d86db3b68a295b619 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 467dad359333ae65aeaedbe1d4f2805306c4b29e..537b97cd318a7e371dfe59a846362e19617069cc 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.88, + "score": 51.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.57, + "score": 51.96, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,37 +1266,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index 2f8965ce2bf787536e4de5aa97337fcae5b70a79..3270f2434c00082886db910b62d389effbc7ca60 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 3e584899cf87532ba28fdb87437665908da99eea..30b25fef31b1c681827fd69b1ad3485394c6e48c 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,28 +1120,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 0acac68140c5e5e0b1d7de5adaf4c45e6b8fed38..d66a26ede79aec09552d1668a4534c73b01da6cc 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index f632829a9bc78caa26ace8e85ed07bbec20149e7..628b5c50d28142946ebe6ff33f63b32a98fd827a 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -324,18 +324,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.46, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.31, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,15 +518,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.46, + "grade": "dCR-BB", + "score": 37.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.01, + "grade": "dCR-BB", + "score": 37.95, "assumptions": { "scenarioStress": "moderate" } @@ -609,11 +609,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -974,19 +974,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 7e6d8a864f192de1d4f576b706bd295cb461ef61..b630a1961b3dadd9c47418e33cbca8426b90d20e 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 496b968d5eb6c645b5add003ffaae5105c005356..e245417f800582def27964e957d30e49fb752413 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 53bedc71709bb50c06c068a54e0d6f2abfbd35b8..7db16d64467fabb36804935afa2a3a23a80cf0fb 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index 59dd39cb7fdbe716ae43cee434331f169b6d0098..05b546bb7164407915a8b1ae7aa82781425295d0 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index f9723f1f787a8062d00eff025562b118196c17e3..6a5bbb835f5c81a4e23505ae89df486d4d353275 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index 0305bfcebf949be2061db08c9516e473aa9f474c..fddee5e1da649083c394701395d60fadeb63359e 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 8096a29a186def874a28fb0c0686c00d69138ad1..b5a127d62744700172e0ee677cf5fce4ca403053 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index 64c65099eec4ee989ee7f381c12a4633e8fa01f9..efc6d07adaae9989152ed99503854d0b46486fc7 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 141147eb74df443a00e374b54dfeb83916eaea3a..c217c22855285a0c857e58762b2fcccf5162a8ae 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.08, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.08, + "grade": "dCR-BB", + "score": 41.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.48, + "grade": "dCR-BB", + "score": 41.57, "assumptions": { "scenarioStress": "moderate" } @@ -906,12 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d43f8a75b84a", + "target": "109610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index e2d2dc2529b1c19997539a1ab61b70a6ce42ee04..111f0798ac866e38f74b73722c1e6bd155d66674 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 5ef20ad5c1722e626a65c69d36d85a0ee80e218d..daabe5f63452f5ffa24312293ec728244bb3c2c1 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 1bd6e46bdf945f3f8a0fef7541843c4d35e7e6a7..3bd44acf170b8b699a46098d54aa9e7e05ab44ec 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 115ea4b9c8e26d075e86e0c1ec42f8155464597c..f3a239e09b382d524b4f3c67b5ab92443c303afa 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 868763093665667b7b821d005cd642bb5f762fa7..fb5580077cdbc31296ff0f964a1f9b80aecbc601 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 24.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.96, + "grade": "dCR-BBB", + "score": 24.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.07, + "score": 25.06, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index 12432f99b96f4e757f50fc05600ac10434fa6b2d..62d2a4bb7faab8626706be0ffb304f23fbe2aca9 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,28 +1140,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 672f99b8893ec28dab68a29844a2e7ddfb45d5ff..1dc18da7616f3d789316c33574894456f331433c 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index 9e28f4318c58114be02051c9a4892f1c10ff24f0..de7f1c7772dec48077fce302b5a04c9e26fc5847 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,7 +1443,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1465,7 +1465,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1483,8 +1483,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 84e71cbef5d26210b0d1034ecdf36de87b7f889e..c46bf7e72a26e93b6d32d50a72d65b979364e67c 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 81c7078afc423eb2764e871af109182c6544561e..8ecb7737b0b86773f587692040e731d9d81877af 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index d591a48e53baff01773b4bef0e4f46211ea21e0c..f73a1d78083baf74bb8798f115e8b577088d6f47 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index a964732be5159031a95e9597bfa538cb75630c19..e18259cba582caad57a012ab0a4defa7507edfb5 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index e17ccf270bb8a4e2a692742d20a09af298bb94d2..20d3c84d809963d873f2e71b64415d96d4d074b3 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 4808b2dbd3a2f19b96ad5aa7ad906bd6c798992c..5a7517711371bfd66354e4dc50e887b23dadccbc 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,37 +1271,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 61d787732ef4f79afd4cd1d1e1fb30efe22006b6..2ba45e3af263af9815176f3ac107fb69bb651e42 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 489393be6ca2fe53fa44a5aadf638866bd9a5ee6..3f3af1a2436454fb5dcbade37fa3be2450ca8637 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 61c5c13839c63a1119779be75ad131ac847899fa..4a58a3836fecf5f01b0260aa6def68025bd282a5 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,37 +1168,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 98176e183182b87f7c2e4b60975e1acb8309e541..c36dc0744119f552f17510890ef5a60e992f39ef 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.94, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 47.42, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -503,14 +503,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.94, + "score": 47.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.81, + "grade": "dCR-B+", + "score": 48.51, "assumptions": { "scenarioStress": "moderate" } @@ -526,6 +526,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -574,7 +579,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -716,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -735,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -788,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -875,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 06ffc2494dcddc0ade04d979bfa7e7317c53cd4f..890c94c84064573a1cbf339bef2ef973544f765f 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1507,88 +1507,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8297a6807ba4", - "target": "112610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index c535d23d1efc8956b78757003bc56e601411420b..177eec5055adff3f83adce7c78d8ab6f65402ad4 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index e90239d96b9390523b1ab0cb342ffb1c44bf5848..5820fb7047db5635717709bc6ca9b6d0ee7787e9 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 2494eb0fffd5716a7f9534795a11cedc373c3fe0..fdd1a61014ffbd0aa6c26dc3ee311b94b3b05094 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index e586a14b77f2579ea20dae5100abbcea9bef5081..1897c71ab99f51e443bf0105da6fb254cf931627 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 9eb2325b977bda54c09ae61b63f733455cde11cb..33e004c3254f8576c4bcd064448263cbfd7243cc 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 1254bae6330815173f1f687a088cd885fa311359..1998a32311f72a39bb51297fdea30d797deb0c8d 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 269c48ceb0faf2450569f90a77e64e2bec210a26..11396c0cf24f49375c80cf8783a7baa22755ac83 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 279ab71d7e70406e4c67332825bf50fcb0c02ceb..6f83c61588fd7e53285839383be12149b1876f2c 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.61%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 7c1e4566f379f42065dd8b23541e7e07c6936249..10999055c3b2b4fc810fc1ae8ad2895b203abcbe 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -102,7 +102,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 108.97, + "value": 186.09, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,7 +508,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 108.97, + "value": 186.09, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -697,9 +697,9 @@ "gradeHistory": [ { "period": "2026", - "score": 7.89, - "grade": "AA", - "pdEstimate": 0.02 + "score": 15.79, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index d0a051124355234f649d301bdd151c5c434817be..421d38876f77ffc091707fbbeff441ac7ac7f22c 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 2d24882ab0241cad3439aaceee491e9f487900d5..8544d1b2af6d3113f9519db7e5b07c4cbd3f1969 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 887f85e91beb2e10dbebff5572e773a3a31b4f18..0c4bc7cca34e24bf649d8b6ae5acde1c2cca0127 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,37 +1193,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index b64730166867c283366ad301726408cfbc9bb538..d11e75c5b07d41128bf5568feba8a24bdd176bdb 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index 60afcdd09555f03d0d020a69bd6bc619d8d986f9..40d8af3b7536c20c8e96febf87aa9cdc77b257bd 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 9e0ffd7380ed22128dfd1babdb48a6aff39d1cfd..b68c2bc155897aee814ae8b7a6eb4a7396a232bd 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 18.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,88 +1465,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fd62ad5a7bb0", - "target": "115530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.667 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index b6d859912e228bdb25ac9438deb1027a013cf93e..36386620483aa7b8dd57dfeed79ce00f79b6fdaf 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 07eaed316ab0a21af3c0466504c3335be13ba221..0b4e2a1484fdf380cd385eed168275a864743b3e 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 34.37, + "value": 35.33, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,7 +591,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 34.37, + "value": 35.33, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -782,7 +782,7 @@ "gradeHistory": [ { "period": "2026", - "score": 2.08, + "score": 2.15, "grade": "AAA", "pdEstimate": 0.0 }, @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1156,19 +1156,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index d0a357ee67713fffa236b0d71e6f3e3207075ec3..2d64452cef89c8975deb9cb763550ed194f166e0 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 4476b275eab0729132ca6ddda0260af2a7c5440c..d1edd1090f0123fcad780a026b5d26dce075e23e 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 16.36, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 16.36, + "grade": "dCR-A-", + "score": 19.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 16.73, + "grade": "dCR-A-", + "score": 19.4, "assumptions": { "scenarioStress": "moderate" } @@ -842,7 +842,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -852,6 +852,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +867,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -993,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1182,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index 84a4bdcb4e97280773bfa9de39f9801526fb9369..ded6182f0b7ccaa76e160eb3c608dc77b829dedb 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index 8eecd2bafd4f30888cac81f2ff217b5e6766af06..250377a28c254536ffb8bb6b68b370287d5ff759 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 85308cb0b64f077eb8df338f6b08cc6f3365a58a..039030be52addd59d73adb4ef911b9fce91f7d31 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index 7ed707b85aab158683b009d7d73c7f76c085c214..949755291f62a7c52784c096ae877383bb9d4890 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index b215679a5f397ec74e026131a617f1edac7597ed..a6b79e05e90eb5c787f0a5fe54c1104e73dd53e5 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 9ea834b951ad815f07daa9ce9dbba12ec5750461..51f93862478944f890ee7ae77bfc2f75d71c3a1e 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,37 +1234,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 8df30f09c08069a17057e4fce00e10902a926af6..604b80ba64e0dab9c066fd78553377e3f7534d23 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,19 +1271,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index b09a4e302f95a8b4130561d7c98ee82e7f17dda8..692ae8586f8876eef78445370903ab9dab745011 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,15 +1553,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 7258cc85d5069015f0a1e03e6944ed2e34617e64..82a9bc2c06579518eb6425c4734a1dd049abff3d 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 5970988cc53cef001e4dbb568555c0380f091f81..187e84b8a3f3011403ab66b2b63d44b62493fd13 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 91a1a226e23a00b5231114cdfbdc53ded6f11656..1413262675ce9e4989e55d0dcaecbe562c1daf80 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 917f5811ec449f4973646f16be3ee7d81ee6cfab..0538003ac34850efae00b0d5d4845844743d378a 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3433079352b4", - "target": "121440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.736 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 8dba6c057245a6b5b59f766a4bb37486e7cba552..207d254607a5b62bf7560430be31265cb59963e3 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 53cb9173880eaf097143cd161e60b1a46c59d0db..cebd61be3894e088deb336ac28fef17d21ad1c0b 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 193652ef773542b85064d047f367fa19caf237ef..7a3715384dff48e77fa9e69cf8379513578f55c6 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1162.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1201.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,28 +1196,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index c09586f6e07be8f0469142cc93948cf64615f53f..5a22d479b2be98565a01f180cb54b3eb4537c4b6 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index 56aae99c011564041873420e2be1ea93648b5c63..d2b9575b0a10c702b78378bfaae46a9e0eca1a7c 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index 6ffbbf2da97b0592e4fff2122bced08ace9786c6..28e5dcd0423d8eba305484bed10a6867194e7202 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 7e1781a871e67d9fbafcb198e23353dc099fc8bd..45c55829d5cea1cdd37ca3a1da4324cbec66212c 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 3f68eaa26055e0237b0940afd8bcb4a94c6e50ff..8f82ed30281a6dcc2a69f2d43aa988a634b556aa 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 6d8b5096375dae175b91f10bf290e27c323d319c..3a5e5f38887f8f95ac8d7e6a71b923e3e40cd001 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,19 +1279,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 7a1eb6b887a38d93a4988885bde58414d0415ce7..7e66f2b494502d051206c34ca3c0903786f57b94 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index d0730961a44c12ea429b806ed5e2673e18c53b75..9da57353719aca2af31a9f0a74765cba16f5b553 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 7a5193c55469302cd50e3656245e490ce357270b..a883b687caea75f17a30c5f6a0d12e62b3cb7dca 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 562cb5d50a247b818b13dd0c3d9da445448279ac..dff2579fa713819e6026d1749537a07fb085f412 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index 7f57216f4af6553a8b2fdeb60ba186183b933dc0..8d94882b3776066a9771b6cbf959ff15371f1a85 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,19 +1198,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index c56d1c6cfe583ebfe1eb444642c4594568c92a2d..210c406a0c60eca4252411e98f9d49b93c38bedc 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 63b665887209c141b52f257a90a359003af0fa5a..e60c516f64a4adea0b0a5d62e2d3e8ea90081668 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 3df010efe35db5bf4b4149d9ff039fdc57ba20ff..1a56544a4102ee202ae70abaa7036eca65d32504 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bce8d478737e", - "target": "123410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.89 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index 7b4976178f4f84850ab33b2e6169c0c1badc598a..d38ea71edcb7a79acbeef1bbf9dd8adf15407107 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:222a9e6f13eb", + "target": "123420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index b971bdc0f5fc09abe68633ccf2373003b36fb6f9..7fec6e65d4188db71b43d6c29950c34758b22109 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index ba193a703256f9beb294c1c56f870e79987c6431..45735f30e5c000cfbd63d07820d0cd24b5807cbd 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 56bf1f32b584e5d10ccbb1c196ebec5016ea2ba9..2481f083515fc42e90a6a69e0b61122cbaddce16 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,28 +1265,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index d3ad8c24bd471e2d5b85eb9cf7b80a646ccf3cb5..6b3ae5456844bce4abb779b95748e440501f49b8 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,37 +1272,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 527e3bc85a992b70e55c92a790eebc785069c987..d75084984f12919426bc0925e37400efb15d2ece 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 497.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 507.81%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,19 +1198,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 4d54de3a753091fcaf2187e705a6e480e7f6657c..88b8d9bc0409af6d0947c7605bd4c67cb0063c18 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,19 +1244,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index be46e76f00d9ffa8b833017cda295ac404a90ed7..57ab5405cee26368f0f300b9f45f26a5b60d3852 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index a17770313e8437a283421e2d8d4f1652c817bbf9..7dd2faa4bcd9fd291dd5fb2281b4b8d376f3b838 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index cfb372c01b6d2eda9cdd4c74ce150a1ab8502bcf..1b9096b638ce9181ca849365ce361e3916744b8a 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,19 +1241,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index fce02b279d6ef05580214b5ab352849ac0437d3d..d5a698db46268fe04c7070776a4b58d519a09499 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index bcc1c46652dfe270e72cfa4975d112d490374bc2..69cce7db0b91b1effd4f12cda63cce98aad765eb 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1444,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1466,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1484,15 +1484,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index f07f9a0f68758c8c222daaeb5f202b20d5f84f9a..bb10f9fc1305dcfbe97e7c6a7a89b6a5d658d23f 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 61974a365389fea7d297239c7a6aecbaacf5a314..67c54c00f9af79f1bfa448a789dca3e276ed1512 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -882,14 +882,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1009,10 +1009,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,19 +1226,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 724ce49059f3544e119d78f7359edd418e5add33..7cd8c9b3f0053e99d34a522c39a382f599944386 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index b003e4cfca72e917d6f4f54417c42410dbfedc18..acfc3a1c3ac40d553df08fd5cee70023cee14b42 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index 3629b6f6332046f1716731b7470b56143b02b9a4..83a0b6bb5b6d7237921bc73eb02c81e80d687d82 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 3f0972a4a77a356d5aca8b0237976c8402796cff..b27d9a646b0289c8821aee78781163b040fb5dd1 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 627ae8e9d11c11ea0070dd63175c9cb75c473fea..a12c8e3ba96a2ac1a79162063ddcf86db290cb0d 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 38c8a474d72612dc8832d184029229abe6593e5c..923cbc722ad20b434bc1b8890dc11599995b775f 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -67,7 +67,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 17.82, + "value": 20.94, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -275,7 +275,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 17.82, + "value": 20.94, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -531,7 +531,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.89, + "score": 1.07, "grade": "AAA", "pdEstimate": 0.0 }, @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -734,7 +734,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index 94a3d3add8918f2cbaa357686f1b67076fc83067..31c8b2b872140efba34dd24ab526c231b5a94d5f 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 7cfc74d125a6730141aa64750d599d8c4833639a..93a8fffcac8e81daed06145a2ab5e41449c23383 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,37 +1265,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 359d3b28fc117ef559fdd55f30c8f16021ba1684..4deac9abf2d67a65d931d15bf90c899753d40c3e 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index b7739223516e9be9653f74f25a9771ffc07e65fb..f7507eecb99357b12c71232a7badab52d74902af 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index c0ef22a292f86b4f393548d41bc647560716e988..5c1e09355a858d8c1001348d8d1a9ea197ee40dd 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 3fb08378e5718813ebb6b685744cb6f8aa07c2ec..8c86caefdec509ad50dc7ac4583d0445365d65ac 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 41756708077dd1577949d1e7fa19c2beb222e8d2..42bafa2882eecf0e9d238b697e5af376d88782c0 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 5862dca1bda478a164bb2761f3dc5271ba8c547c..bacef90d52389ca3b24c34abd7eb1ec4c1c452bc 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 36.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 40.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 36.7, + "grade": "dCR-BBB-", + "score": 40.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 37.35, + "score": 41.5, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -921,6 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 67.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1059,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,37 +1272,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1357,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index b9d0bb63c080b3f36f10eca92452305ba1bfc39d..1b8f56c032d47ace5e8f4443460e0932df7a71f8 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 166f064901ae2a74e9ddc980f59d97868b141c76..1fcdc9ef01f25df4ba631dd17e20e83d1cc9d534 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index fffc914f79630a4776d33626cda6abecb912e092..2f448b2098571fc21623ad14bf1360be3e04cd5c 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.49, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -710,15 +710,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.22, + "grade": "dCR-A-", + "score": 16.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.97, + "grade": "dCR-A-", + "score": 17.38, "assumptions": { "scenarioStress": "moderate" } @@ -789,11 +789,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -961,8 +961,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,17 +1006,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,7 +1083,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1092,7 +1092,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 92aa1b6f7c060b48b8542ede63308200888eec13..8d66db1b668d1cf405ece5dad9e977ffb9d8cc2c 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -496,18 +496,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.14, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.14, + "score": 52.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.52, + "score": 53.19, "assumptions": { "scenarioStress": "moderate" } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 19eed8a77747a68bae46c8819f19f5e14f421dd5..257bc01775142cf60d6619a5cd760c82027043af 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index bf5d1b4ff52f4b2055254670bfeb89fa132af2aa..c77045410cdae737c7a63bd506e9e52157dd90bd 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b41a208a1ae9", + "target": "130580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.388 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index d112ea81841dec1a501d19271cd75c828215d70d..3efd2c513c3f1ec165e9289ef17a27cbfe8a144c 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 2acfc9020bb2d1c17e8da7895113844d48ded6e4..4f60e0076f07c208f39fdce2f5d681f1a54c04c7 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index ddc9c6fe2fdfb458544dcad2e9d48d083b438eb1..b46d723d4af6e36572313c5c59c943a3b1b17fa1 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index f9426be00db3e1882af4b26532acc914ffb72170..e8d079cf210507f61c58c0ee981e9121fef9c19e 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 64ea67385c3fb6e55f082dd3d5289e8cda223261..0daa8eca527470eea8d97106813d148136ac272d 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,19 +1275,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index 1e706f535e2d39eb87e9d0bf308a0b6ca973b1fb..254722b88fb38e8d13b933a3eb251ea806cf1622 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index 3f26e060f8eb357c35f5194134cc1dbe95bc7e70..854df9d992f19ff5c1248738c8ce52d8d6dc034a 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 78349e6dd5ce0c2d2d2615b1d7549abf363e766b..d4ca644bd4e03aa57b4b15b706806c3de0485704 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 8ee77877f0be50e75090dbb7f2dcf462c90c4119..67eaf851edb32004554702eb1d83e184111ccaa6 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 6b718dab8780763c084c2cc1ef5697f22071890d..dd955aed26d0709b390f36e2b0dc0b63f9c1acf4 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 9b8a697d41baaf5a3e2b81e1b1d70b8e1d5ce730..46d129db5c9bde16d737d604ae663c27c5717a59 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index a566fb3938be5351946574c5646e9b8d1115adae..e5b5322ca8aaad3fe7b7215718a11852f2c0cc07 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.79, + "grade": "dCR-A-", + "score": 18.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.14, + "grade": "dCR-BBB+", + "score": 19.83, "assumptions": { "scenarioStress": "moderate" } @@ -851,7 +851,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -920,10 +920,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1065,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1084,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1224,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,19 +1243,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 463a5cb55be84cfe2b5e2f62125b97e860da7c3b..b733f408a902749ecc5f6876b18812ef515d610f 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index e683beab88f4dc20b67154fffe1175474b7dfa9a..2c91271e91b0fff29386842f26409c6752c71cea 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 20.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,19 +1270,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index a21f826802f0589c48735422ca68cac74e231c70..c43d1f80c0f08e70c285562b21260bbe7344ef35 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index aca4ee2668d682631c7d77c635335268329410c1..471d6a11d56c8cf3b316fe1cd28827c8538d0af7 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 31.2, + "value": 31.69, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,7 +591,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 31.2, + "value": 31.69, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,7 +861,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.84, + "score": 1.88, "grade": "AAA", "pdEstimate": 0.0 }, @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 1196a7b6beca3c890428def1f955e05f9803eada..dd430e401dcd28b6d63d49fc6e52a97245dc5bd1 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ac57e88e5dfd", - "target": "134580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index bc10a79ef70e0f970efec075db346d5d8e4d0c0e..b0664b7d114ebefcc89454a6b9cea2dfeffc57fd 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index d185751a0c0b7eb271e3dbe1b6deabb2cdb6ede7..71664b28e0e6cf50af21705bcb53f28a0889b7d0 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index 361e953b0f3741d3b93ad37ef821f44335d0744c..31a3fc58130c7e8699e0b0d8bdfb02bc9ce5756a 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index d7795d7ad0542c46b0ff5d6396cca371a58e74e2..f2b3b599029fbbc7f5a251ca88b69b7ac376278d 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index bcc9e20a4400eb46ea3c49f0e7023c6fcd556e4c..396b93dbb5aca70faf8bd85e4aa90b0ed40fc233 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 6e3b0e10c353b86e7ef0adf0dfdbe71cd5ff100a..a08be539265a3fb2f6cf3e3f8c36fd422665eb5a 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index 1b235169bd466b1ef5d7a69a2e9ab468d01cf31f..526e0e3fd33eae52a885f469e2c7cf14641f4e43 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 9a7583854cd190a65b0c862b1f6c14c7f4c0fd1e..32a55dcb5fd7e75cb4d5f350d92507f43586a755 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index 388ca044640268a2eb80ea35ee6baa82badbe3ac..8928c89f16aa7367d3c6237ced82127890b7919d 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 6d491e9db08ad4e98d3f8a3d98a3d3a2df033e13..65bb951648d97cdc77911db82d8f71b171ffc7f8 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index d85539d1bd1858c5ba79e7703d224e88f21db87d..d76d6164f702e0f3fb9d51491d416f1f8fa937a0 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,15 +920,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 64206985bdc552a56584c4365c7b9a6dbed94874..b548c44981be020c90b0b0105638ef13e9c77c10 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index b6a24966e4663351c468a96b5cfe3c72c243029c..fcc3168a71cbcc8003f92b7b29ac6d7546431004 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 616e95aaf7d784d74c65fb6092f55e7b7d80fc3f..8276d9030979891bcb5d024124edb3599edb60c8 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.95, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.06, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.95, + "score": 45.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.67, + "score": 45.67, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,28 +1271,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index cedd79e6261c6605fa510c3ff37b9b3ef3a81c1a..488ddbf2dec90add1b2a665ab599df3a41e76f7e 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -910,37 +910,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index d34f65a52934dafa9c3c4b7365c552ccae320777..e343d5b427ccfb89fccd2ed70abd0ce3bc913995 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index d3ab8e130803dfffceabae532c22c0381365e563..2e14eef72ce9c808f02e4f78776b40b71613b029 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 64c4f2c67d04ac23958402a78250fa762baf21c2..5a520792eb515dbc3c6255894c9aaf89bf5ec4dc 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index ad93656c9de518bfaaea92d3ecf5fc19753289e1..872d2085948b5a9d74e586267ef2853aa172adff 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 7000486c746dd76165981701fe83fe9813000345..e48da61c52bf78ee01a64e043ebc8ea4d4c5202f 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 92fb9f4910024595bb677d7b231cdefaf5bef9cb..3832d3c4804343cd5fc398f5ad7b5c9030ea4807 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 2a87a16643e70f6fe3590e99c88eb9c2dbd00bb7..e51cfff91a2d83cb89a3d636316d3ab394f4525e 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index dac67da5f660e7be886ad48a5f582e2e78fb74ab..17d411e8a4f40aa77b0cf603ca61816b1064d5fb 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,8 +1187,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index f33957cfd85cc7a75e30bc10a751ecc2e257c618..786714ab044702be6f15c7c08271d085f6111773 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 85f97d8f3eab75f7460b05b642734d3e058d5fc6..38c27ed5cfbf2c441a38c5a691726e62121d77f6 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 6cd64ba2b695f542fa36e7ef50ff2e880b4a6295..bd10eadaaa4b2aeb881a761105cd9a8a90f62fcc 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 19.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 22.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index 3cdcd6b4c5c99261414d8b6aa342b13c33f1dc38..73e6d1c9132ca12b018155790678ab8b1c529d44 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 46df03985b3609d76ece14ea8028c697d87b7869..76d22586b1f7aeece9b216c332fcada109997589 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index fe8659febbefe75eae69d1e59df30dec6f1e512c..26f7ac81e19eb731f57fc35bf2254eddfaa6c36c 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 22.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -907,7 +907,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -940,8 +940,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 637d12f1207a1be248daee9c814f653e27ed259a..b0a07e431a40c08856716376b529f9c9806af078 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index ba764439ae9d5bc6ced700aecd7ce36b3d18f87a..c5d04911c7b84e7e93b2544cf8b67ec43e1a6521 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index dd3bbb51c8ca0d1835aa3e68c30350baa6c761dd..01901c06c90dc2d285f920382f806a37d6501218 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b529c89396e7", - "target": "140860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index 30feda45731d499a3aa4c133eb090a6fd7d0a672..50a797d6b90f9c506f94feec88d076765729bc82 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,37 +1236,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 3034640a447708c673a2cef5566ba7c1dc6fcfc2..51f2499eefa1da12f06be3020c1ce9f06fadc81b 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 8cd5861251dc4efc642fa6a22c187c31c7aadba0..32ac468ee77c7c04d6d96b6853cf00ca0ffa06ea 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 2604c086d4152c0ed8902dd2885dee7befc575b7..7369740600b113eb88f79308efebf9a7b1958e02 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 0764cd3ea8cee244625d52360d06b1745e230923..c5e9ee0c38746f7c5c79ba81236b352854fcbc4e 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 7c9b37adfbbe33c1dcc78d1d3eed6bf5be9824ca..0057a7a6c0644462a93d87ef591b90a7e7358b5c 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 4599.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 4826.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 0a27365b15ef44331f6640c2c7b6718ab02354fe..aba6b7954fe57999c2702b47aa3178e309406fa5 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 5f4635bbbbb4b969b4fc02070ef9417b8c3323d3..ed1b13dccc975fd26305d203336f7e0df268073b 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index ffd5625f75a48854902312abc83bfa2df47fd2c9..14bbb084f27dee3f2e12c602659f1e9c6fa84f6e 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index a74a5cf8ebd80b7230c7356cee1612a48706cadb..e77203daf18ccdd554752cb5a3faa5adb9e700df 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 86.51, + "value": 69.61, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 86.51, + "value": 69.61, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.25, + "score": 32.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.38, + "score": 34.21, "assumptions": { "scenarioStress": "moderate" } @@ -851,9 +851,9 @@ "gradeHistory": [ { "period": "2026", - "score": 9.36, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.46, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 57ee7e326f0a41f54b6c04250f9d4816b516a6de..6decd8e9f781c86d593a438117e41e6dc75e39de 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 4aed4ffa5f7559ee010413c347a18f6e0cbf657c..67905d8997d923102776d85f887db414c63e749d 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,37 +1269,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 2158a46276b525403d80ed0967bfc5442e7a54ce..dacfc156c89875aeb75f46aa83e75c338da4b772 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index c85a2b8c917da59bba7de0e54b13059408fa3d3d..bdbd8afc37c9d4440d367c41369f4d6fac2b87f2 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.68, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.87, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.68, + "grade": "dCR-B", + "score": 56.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.05, + "score": 58.16, "assumptions": { "scenarioStress": "moderate" } @@ -519,11 +519,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -555,7 +550,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", @@ -575,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -702,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -748,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -901,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 0b09835b3aa25c007d3bfb9e1c074161ca0f77c1..c95c5a0ed1f2c794719f96fda6c58df1f1eb52c9 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,28 +1196,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 5ab1cbe1365f8c8c09ca0044f4d33f8cc4041e34..cdfb029df001d4a8b9d7acf3667714e0edc122f5 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,37 +1261,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 07fb9f3e0281ad8aa8aa3f02a3ccbdce0bfc12aa..306ed42af718d918dff40e1ba750b1d7e3ef67d7 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 54045a7fe0fa814eb3b1efd5dbbda4266a64e4e1..ebf330d7817a321de12baadb1208c1d075820fa0 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index e6032a2faf388d36e5fa1d037819cb97f6e57a33..c76d40c4967c846f07fb891bac77f8b3977a01e9 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index c885d1492ffc5e117bcb67a124bdd2041774ab41..206a8cba05b5251c735486326c84bdf8a399608b 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -858,7 +858,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,19 +1042,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index a3696e25dbb4d7ba7d9f6776366c06e928b2f6fa..10b326bf839715beac9543bb35eb235826fd20dc 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,19 +1229,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index f16217f0738f66534c0c254c41548a39f3d38492..77e31128257c9d1647ee818eb39a3c7dc300df95 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,28 +1237,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 2a2f106282520ea8ce780d1bc17475f6306ce20c..a4fab2711d77b0c4a2c8041a5a922152c0cf61f3 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 8c0e61f076047475f92e3bfd007f32f2691748de..6667149fe83157638e883e80360443955fad1ea6 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,28 +1147,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index b7b2c4ce956152fd1802e88d09c45d24a3710b43..ccd29a8f13a5b9402c0952dfb7d7348bb87441c9 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 24.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 24.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2c00c75aa7b", + "target": "148250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.294 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 63c0dcc544cbe973f3e5a8a80e6a6b4ad8a43439..6154a212483e402e3808627c71b5aac7006e6cdc 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 030f1676c58657c701965374945cffc335d0fd8b..db4188a2bcffebcbea9b5ff3481d88af02cbe1e7 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -884,15 +884,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,88 +1294,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7471dbcd285c", - "target": "148930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index 1d552859b01bf06ec09781349d9949e33cd26e57..843d1edafbbd9ad9a70451d89933c1202fab6efa 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 33c3b052244a00fde1c8d40d1c5f68ef47d54a4c..a7acf7f4c86b49672a9b5e795ec6a8005fddaf4b 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 792928b3094a5faa254c8efb25a98f9f2421949c..a2cf99b5439d5b77169887175cef2b2282ea34a8 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,37 +1190,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 57a52f5ddc9c1d35462b1bf9a08c054e2f820c92..0fb0df506599951d0f93e6d27418f829976ae7ef 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.88, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.88, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.88, + "score": 4.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.11, + "grade": "dCR-AA", + "score": 5.11, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 98cadd9f8cbcd471457e75f1fcd9885dbdc0171a..97e6a20d3d1e57d06153bb58313aafc9706bba47 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 03ec9b61aa1c817e11518994212d64838bb11c70..a359599fd6c3d0409d4a36d93170a82274e7651f 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,37 +696,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -769,7 +769,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index fd33c40159fe9067da6d846bc7a85cae7d6b19d9..a186c58308f9a58e1a8c6e7169a74bea4323183d 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 00ee3fdc6c1adae2d0d49e777164ff0dbac7acb9..61bb81184647383d00790579232c05a6768bf367 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index b4695312e668dc8ada0b310adab264c2f59ede27..d67487618560b11c9de1f31a299ca76955a227f2 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index c7c11f91235387223f6f2c8c6e750dc96918c159..c52605ff32eb52b6eb3897bd9dce87e8084ce908 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 0ac7df9339ba2dc2b0db525106d2b0c404b8d508..12b1ccdde6b0d2a3c5a45a3918c579da468b7c90 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 3a9ae7118b0bebdf6cc1c753e8bfd65a0c3f4ba9..b202bd7e639b327f78b7dba347b878ea2db40b71 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 9fdaf2f30fe4d6424f35f55258bec8824fe8a84a..932f6050682f2acee1bc28918f072809d92b8816 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 57976893f3662c0ad4a69afe4e3c94e3969bbf3b..4535f149c1a8b1e807483649f64177800597b5d8 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index 18d228018d1cda66dc25b75120c8e8880c544891..796a13deabde41cedd72069e5ea47cf950069e31 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,37 +1062,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 725b2f2725b2ca7c7f716ce2f6c1195aef1a6d1c..2b0fc03378766bd59b8c397ca8e9e95e306689a2 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 5dae1547f16cfe75b264ccbccdddaa0760d51983..c40ade292b006bee6a201f27ed74a4a033b86741 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 15ca56c0c0adce950c1e3eea3a4eedc7acb4aeb3..4bdc9f4dfbeb4ff42e6891356264cf0fb1a61b02 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 36698eb6b03785d3703f948ed9538b6b85b8cd12..41ed71b14e6372089569893a1e1a9024fb79780a 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index a13e82d2b6cc5117b80d954404f939b042a0d8fe..d0a85809449210bb6b69514617d1dd1498ce4f57 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.84, + "grade": "dCR-BB", + "score": 38.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.42, + "grade": "dCR-BB", + "score": 38.67, "assumptions": { "scenarioStress": "moderate" } @@ -833,7 +833,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index bcc5287ef5459b197d4c56f68c623ac01788da68..06ee4a41aa64b28591604b7855416967f5250b7e 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 25.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 24.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 33ebff4ac64adc8e0fe32bafd26cb40d5d29f852..04acfb3593670455e82c1ce6f7c6de55a87a508c 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.89, + "score": 33.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.53, + "score": 34.28, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index 509b0363affaad38dca8817d866af7cf5f1ea6ef..9a7dfb6f8211b3f140c46dd23e7a8a297c37f3e5 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,37 +712,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -769,7 +769,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 16d02c6f505d88f34fc539c57351e52372da5000..69bc64d03ef1d6bcac6edeb42c998bb62e584307 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index 7da7af2ef98ffc3c58b8e529e37867d2be77dc91..2555f0be6a2f2593be2dded3115b58a1c6a48b15 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 2c2b1dbce63e07d48ca79ba6603dd2919498f94e..2647584e79157b64a18c14ef7a03898c33f8a697 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1276,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2eee470c67f0", - "target": "161390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.843 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index e813502c73841db849b01b921cce98656dea7f74..6b33505fb27fde18e05117904d937918e104563a 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1091,37 +1091,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 62e58393fc94dfdd9d1a16d1d06fbc615b45749d..5eab22130c0e05fd4cf2b0757e83dec48c670a46 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index c48b7b44475074bf3e13e82d4faf6995ea6af26a..e0b85661653b58f497780f67cc822f776668f1c2 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.32, + "score": 22.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.79, + "score": 24.11, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index 1bb979cefaa1c7a3f7f7a0403eeea9951f7c9b4a..3916c01accac4274fae4cca4bb9eea5b9a62242c 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index efbe0c27fef70581705c4c00654cb665d5fa360a..b25d9cb93b33596db3eb798de1e80018f2477593 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index c285976617c95056b01b8b0133878454ca6377b0..59c28507f0ca594a665f54d46ea275b57a630506 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index d676639348020df32c892c0e0f9cb1d66e2afdb1..6ad2a74f1928636d25e185762415e9a65269c638 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 9341b2a609bda61ba7cf968ad9b3827003baaab0..81a5c3ce8f88bf49f43ae998e50a0309eecab0c6 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,19 +1268,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,15 +1595,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 0833881a0493301b0cdf92173bc97dccba546eee..3a97a224a666d5f05649ba3a4bd260d22348eba9 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index d8d56078c607a265eb122196994dc2f41cd47392..21942297e61cf0460871787b151cb92957fd1e5e 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,19 +1197,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1488,7 +1488,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1510,7 +1510,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1528,15 +1528,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 8aa5347c0b4425470f4a3ef044e34d25bd97ee00..1d0190e64c8918643330fb66f8f197706a839854 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 5ba6bfc718e3f04cbe22abd26c5de04abb9609c5..6d36f6560498be80e8c6582d01928fb988544bab 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 19cb41b87a8249fb5c6ba7024da625eeecd830dc..0b5e06a92983027e226b1047d426b0290c41eaa3 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,28 +1270,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 40f70aa4b431ee1c0335201325db68d26462ff16..40d20ef2e95e243099f8c38fe0692a8e7b35ff0f 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index 5d2d376fa2e8ed0a6dfd7653288871f0c6d6276e..ab71b8789357e83f54ef3faab7f5757cda960651 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 5fddec6ba12abd24aa9f1b5b6a6fea7101593a39..a26e17417c26c59173f20994bec1c65c92f1e41e 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e851c94eee21", + "target": "170920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index a2aec6b5237ee7c7f1639b11a87cbc5365ca523d..2ec95a35407cddce6ff3fed46e4aa1acef221696 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,28 +1277,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index c4f127d1ccc91926edc0e417ff752bfa7817d9bc..50d80e531ece55ed34e1e952c34cd3714c4e65c5 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.7, + "grade": "dCR-BBB+", + "score": 21.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.86, + "grade": "dCR-BBB", + "score": 22.73, "assumptions": { "scenarioStress": "moderate" } @@ -832,7 +832,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -901,7 +901,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,19 +1263,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1542,12 +1542,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d4bd591cc6b9", + "target": "171090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 554011597540aedcb0b6d98b6b0a0d32f3df8ce4..456cbc67bd7590f6dd22d7452f526a27abfaae2a 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 207eef3a9f75f14879ad0877992bf537a511b837..e86df8f0f9c6a279c033c18a7951bd6031ab8821 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,19 +1201,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index efe80f76e2af13550598aaee6f62f436970e7853..71b63e3739da4a1b1cd6be0619448859bc9bcda1 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,19 +1247,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1538,7 +1538,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1560,7 +1560,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1578,15 +1578,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index dd256512ccf95f53ffac1598d38312307a307389..a894a80216e334e6e42002ada67a301daf708bd5 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index 7119039ef1727163ff65122e7471907fc1212038..2d4f6c38328eb9430290e5ffb867a1c5c559a0f0 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,37 +1265,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index e581f5cdf6e1f3d146732a270c3767c80a997381..bd8afb4676f4173d4f6d3cbcc8cf97422c3690b7 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index d2ba742f8318279eeeeac7b1c57b1e781a38f453..5927ea34502118aa2b8dd930da8c74513ec4df65 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index ec5c0fd82717839503ddcf969fd833f48da1ff06..d848d28d1507fe82b67d69558445ef8514847629 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 72106f7ba652d5e6896c4d2f1ac0a11aca2caf26..f2f3099da32fd9c890106b04d6e3d47e8aa2c44c 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -760,7 +760,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1077,88 +1077,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:da71003efd6c", - "target": "175330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.831 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 610b90951b97e587054e07efb26aad0511c885b5..4fee0652daf1af830ed5e271f103096d6bcd1d10 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index 85a7b04ff8364391a573ce512dcfeac8a9a19588..088094c6b9901aa1e3babbbe389d621e35f8971a 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 24972093741b0d37366c5b3f570d48dbd6740abe..9919123d5d9ac57be3885892e15a476b5075aeba 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 7a0c56f3c3e372e1f36e840079815164458a49a4..09b741f969740bc7af359ca237cd21b40b27e1a5 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 7b593867ff42dbeacb8bc33b4efcc905edf4daf1..43dc4a4b31a6b7a5912b61714b2f8638d46ff603 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 14.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 12.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 580.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index f1e8c07ab2309aa7edb2ac0c33096f983fc8a0c4..c005ed2b9908548ff8ba0084900f48267f858bb3 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 78559d300bcc67247f8682672fde71856a17adfc..27e3747c53227adcb4359654f085def5368ba9d9 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,8 +1552,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 9a51d8941ef13b6b1486f435a489532fd4929ba6..d17d9ca0d9a74f108b56286d485205cfebf3e503 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index bb4c55826bc0ff199e39bf4ca80546ba7c582e1c..e5cf693ac84412a02f83d334ac407b1ae1cd3765 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index ac51a76d4aff610778ded0c73fe125258a66c3d3..f7be762df37ba1f997452c45172b53118fa5d1a9 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -514,18 +514,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 52.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 55.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,15 +709,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 52.35, + "grade": "dCR-B", + "score": 55.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 53.34, + "grade": "dCR-B", + "score": 56.56, "assumptions": { "scenarioStress": "moderate" } @@ -788,11 +788,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 15.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -807,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -934,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1092,7 +1093,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1101,7 +1102,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1114,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1133,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,19 +1152,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1434,88 +1435,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6cf1e6e08adc", - "target": "179530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.305 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index efaf32c6f01f2970e0ec6f883f81dc6d4c37a912..739786d74347f383e3e047be4654b71a3dbafb6e 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179880.json b/landing/lenses/179880.json index e76fca17bdf3c43459bf041574d5b698a58b4b80..067c6aac298c9fe494b5e45403e16aa9c0a20568 100644 --- a/landing/lenses/179880.json +++ b/landing/lenses/179880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 0bc289823038aa8c140936a841e360285e808814..d0b0730ba7ffa5a359aba463424e827a68666c1c 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index d6a29d01a0fa5afa4be87cebeafd9d4f7bab3c10..e0f26f12bf956cd88ebc08f76f841bd888eb3945 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index f951b639dca2b614e0e173ab19c19d63734466dc..864b12a279dd310551065e0b25351fd306c3d7aa 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 0bf0f5eb1218ea3b42d03f3a7c165073092cf3d1..5a19668dcea63ec798f903c74fa00203cae6325a 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index 92857a0133cd5ee9bcfa0d89998375cdacc607e5..120f2587a7dea8128460991a0ece2e84d44b63bf 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f5ebb25e673", - "target": "181710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.253 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index f9f1fd96c091a9beaf6ca85bfced1ed84584afa2..88f432c3afacce2f004f4fbf5c6ffbd58a09237b 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.34%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 279cf1c4a7f0673ec286a45abf50b873c7a7fe29..6bfaf7a99de04ee975f6d77729b786561adb08d2 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,28 +1197,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 99b37ee3634635526d5b04ba5a035a16e0bf3e70..b23d0b12dae3b740e892d4c11fac79f3e0869081 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index c6ac41e0fbe6a825b57250b3d6ceb90e885d7afb..0806a830e0cd86d45c79c61e5b9019b9a6049ada 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "자본구조 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 574c89913dd35d0dc57b4fea78e286bc79f6b827..c8f9bf89db7f959bc5491b7c60af5117325153e7 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -439,37 +439,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -512,7 +512,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index f99f20c04a7e48386049bf149f172de289b7466b..675ef5620b38e38b41d9b2161a859c027b44e599 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 620db759997880439437e1a685c107e60459876b..a161d75e88936b5dc3406274aeca76390c22bdf4 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 3bdfde7deafb39db7d72fc713c3de3012570e25e..c67664de3299c11813a3f4fd827cb3ad614892f7 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index 60fb49aa99dabda7491329e34d9e883e9e5b1301..6e07b0f37e25821a7eef058d613e7a9a1bcd27c2 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index 1f9974773b0bd0945c0680c0b3c05f4ccc0e8549..3a616022ec5919a6ded0abc5d5196e60c374868f 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index f33430f29e4678e5bc66da6eeb2bc838249b594c..ace574b3a9b6aca7d101b328305c9001b6342d41 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.62, + "score": 37.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.16, + "grade": "dCR-BB", + "score": 38.05, "assumptions": { "scenarioStress": "moderate" } @@ -809,11 +809,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -880,7 +875,6 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1023,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1056,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1069,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1147,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1190,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1203,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1222,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1425,12 +1419,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:581e85359d27", + "target": "186230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.42 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 5c505bba4311a9a6b910be33ea51b1850a50947b..9d83db2025935b61b679df633dbe5e7e2520a561 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index d3fb03840b128b72fe05104989b6b636a689f7ad..ce37c6cf938963137637ace6285dfd45a3875cd3 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 7fa6337971e674e06a05101dcfb144605f5d6586..cb8f2b99e4ef1cb335cf52bae8b38f3b2e0bae5c 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.7, + "grade": "dCR-BBB-", + "score": 29.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.72, + "score": 29.86, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:22678116d406", + "target": "187420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index a901869df946070b72cf9e205166cf9c0458d1d4..0f867277f22bf8e4d435e3cbf4cf53be0e49909a 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 4533d0c3072f9fc71e29bf2931a641afccf3ee7b..a93d6cdf84ae3e6a2b5ef49209eb12bf50338f47 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 31.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 34.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 31.83, + "grade": "dCR-BBB-", + "score": 34.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.03, + "score": 35.28, "assumptions": { "scenarioStress": "moderate" } @@ -836,11 +836,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -908,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,28 +1272,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1340,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index be6e065a432fa281dc04c70361797d156a739711..6db7d3654953b24b145141dd90c2444ddfe12fff 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.45, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.73, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.45, + "score": 12.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.12, + "grade": "dCR-A", + "score": 13.44, "assumptions": { "scenarioStress": "moderate" } @@ -829,6 +829,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -900,6 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1074,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1264,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index c0447800c450019c8d7d2742929725c860a65c9f..0ea2a12d3277ef4bb4089e81f290c9d3478e4b07 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 67ef9911ba200417d21dcc8a0c9d834eebe86f1d..7815da189d883c34093405acf1e2b816d53bebb7 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,7 +558,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,37 +716,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 984d31adf23ac828922fcafcacce6b85f942e5db..685d521c250adf830f1e2d03bdce03986a2ad8af 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.88, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.63, + "grade": "dCR-BB-", + "score": 43.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.7, + "score": 44.84, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index d2ebf9b7485799d71396e9fefefbb77df9f73503..42f162e8e283e0bcf718726565378adfbb513456 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index c087361d5858aa742e941c78352780354b14db96..55d97d929f42ab77ad13a1c33d2d579e0cc309c0 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 98508ec6902495fbcf2df49df1127165e58da556..0aa449c1926af610bf9353d1d8d69ee985131478 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 59d2526dfca3369f5011d2e411b8a26951fddd83..dfd74cf7dfe355b955469526d1d5c2925be236cb 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 2943bc642841523a883d7ccd5d627c8f529432d4..d0837e27ee8194b76f90e824102b948fbda098d1 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index a5863148e80709d9d3ccbd31f4dc89cc2960c3f0..4d2d7460510e8a7b91efe2beeab5f6fd51bbbbdc 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index 7598db00c901a57e3470d480116ef825a048f505..408a8e32f4ed1892579252058c75e97b2aa260a3 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:23e67303d348", - "target": "191410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.541 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 3f08da3739080f78b42c766e5df3c9366ba2fe83..298acaa62717bee2697d728fc2f5d231057da059 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 7d1a10e4ebc3ca6f438d5409a7e46a101b6b850f..ac11e9f2fb01c9350edfb23fc84c97790a256fa3 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index 5914c3d08220911c7f5ba3d60e0c45631693c534..ffd5ace650e77f7f4c147c698062ccb51df6c91a 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index 9110103dc4cc286619650c4f72f95dbb852f1223..4632d5995fb5a8c86e6205e0e1108cc66cb7d4f0 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 3e8d0176ac542ab0ca16ce2a8c89bd09a0e3cf57..e04f5bc0e29d49fac3c4041d214106298bd223f1 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.49, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.24, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.49, + "grade": "dCR-BB+", + "score": 36.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.9, + "grade": "dCR-BB+", + "score": 36.65, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:718590ba1362", + "target": "192390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index e92ffef6b4661432cd3dca46e11f567c68549197..b06fb06c354b97812d28d8c3dc84760bb481d796 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 6a5088a16fcf31c89d6080fe79fde53008eefd2a..ec8480c66cf74405784a17b167eb9d6c2262b835 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 58.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 62.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 58.52, + "grade": "dCR-B-", + "score": 62.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 58.93, + "grade": "dCR-B-", + "score": 62.93, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.4점 하향 (PD 32.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 8372ddd7e15d885f86c3503da161514bd464fcb6..c1afcc8f5e4ce22a7dec10d0f032cb915c59a926 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 428baaaf06873a2024666152e6280a7689f698c8..01ef1dd8c16951492ecea4e94bc8e2fed5f53c2d 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index e2df41458050be6a9d53f03849d82fd05004c0ce..b5aeb2d5240d7943e14dcc6cea7d8f7678a4a019 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 8340d80946990867b2988ec69addea9a6e00ddf2..eec31ba9d97efab95fac9d88bd86a893446c7b28 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.61, + "score": 25.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.91, + "grade": "dCR-BBB-", + "score": 27.16, "assumptions": { "scenarioStress": "moderate" } @@ -820,6 +820,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -891,6 +896,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1032,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1065,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1078,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1231,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index e012f8871b3cec8d5a8df065bfb080c4723279d0..a53578571f72a0ff8cf3c26037fb4ed70b2e9161 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 7e424b0921c1d162e77d7a27585b6225f9f7c86b..a983c6101b403b45ffc77b504d3e4cfe56f95b8e 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -920,7 +920,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,28 +1101,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 49d054dd7f5d3505b819edf63d2a7ed2a4051a31..9087b4851b9ab15a49e3b630704ef46e3643081e 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 38fed66c46587246a52c6eb47a7e11457bd31b2f..5bd93890e89d15cf94aba3c2d4d50d07bbd1c693 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 665ed26d19075f934ff3ebfdfafd498654a0305a..0aae34d87d970d4f3e724b3ac8f5c4b3be297dee 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 77b75f36496178970c761f7620cf0c06c045c20a..637f86b57155579801ea12c5775ad9df1354bd63 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -40,10 +40,10 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -134,7 +134,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -216,7 +216,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2018", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2018", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,37 +1006,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1079,7 +1079,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index 041e3ec85dd86509e8d952bea1b1626747bc5def..7c638c0180280d2447508df83c88e320b14daca9 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index 35f5f012ceed216899c26c49698f70993db5006f..ec4c3c274bb8f11ec584c1edda62a11e205973af 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.33, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.08, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.33, + "score": 39.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.24, + "grade": "dCR-BB", + "score": 39.99, "assumptions": { "scenarioStress": "moderate" } @@ -809,11 +809,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -895,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1022,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1072,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1181,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,19 +1194,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index b568b7d2f063606f4078a20397589cf85ef3398e..6eefcf2feecdf5374ddfc87305a2532185f1cdf8 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 14.84, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 16.05, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 14.84, + "grade": "dCR-A", + "score": 16.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 15.69, + "grade": "dCR-A", + "score": 17.05, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index fe197159af959176e3115a8159cb48befa073576..e6f84276fab5f33599128e5e2d58aaed5b2b1057 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index 665b4de6db21c40e7ea5726348cdfda78cd6e645..ec3df065ae72b623f0b56cb4f59727528bcf6e6c 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 9a74d329d271a848980ef871b5f9609cbe1dcabf..5472353f0296667ee92503f61b8da7ec0388822d 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 711f953ee0172e563a15c2248bfaf17dc32128c2..f607b4d58e215b922fd4bb951a8a6b5859a45c60 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index 0bfc6a6470960914d6faaf5c6a094522a26219f0..4d7ac58ef83ff81e12f0015ece89c2952fd2606d 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index d76a87882ab894595a2d0173b617bb18d56c0c3a..c5c16cd79c50a8df6c752c27e01e0109c1fe4f44 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index f5d533945d962704e58982acfd83650d0d1e25c0..8da0ebcdab8991dcc5453828eb7805219b560c08 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,28 +1268,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bb4af762bf31", + "target": "196700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 009e7db8a92a6522bff8692e502f2fd8be9c0fe7..17ab4957aa90b254c71c181c9dbadad0b67970bb 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 7e22e56e1255a151e69fc77519c3b33d362b1d9d..3fdc63d25a1e0d63e3a95036fa4c7c56e062b5ff 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,15 +1463,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 13eb7078c78b4f9f092b4c1ed93eade95fe59fc2..b803b69843fa36311e58dd098da7b2172ac7e6e4 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 769625682643d8d0204cb577e0d6978b718c5bb4..615d64fe723e58f754f6748715770d13bdb608ca 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 18.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 4de245a0016e7ca3bf6dc66dcdbf1c7488e6b486..8246bd68bf265bc91e5f63352cd363343d365208 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -748,7 +748,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -923,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,10 +976,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 46444af40fa542dccb9e73860f21c4a3ad0cb482..e60080ea135ea5f01deef5ed8a596e5df5651cdf 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1152,88 +1152,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:17ec457f8d02", - "target": "199480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index f252768111a0f4e45a0eb3bd67431b621c7c4a94..8bf2eea5424c2a2f19ab8e5c5d0fce20e1721487 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index 00263fa3908a2779ad916b99dabf1a813bfc7e21..8b06398c56f807c21635fb94d49734e5cf94cf59 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -575,7 +575,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index 069ccd62c1ca659370a4ef42b68631cca8fba515..b43332aab46f3f7a4891f531dcb3e537b4de606b 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 253b3e4a333e65b8fef68565471e9adaeee73b22..04bb832c11f7e341b98f54cf56db4356aa412df3 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,7 +1416,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1438,7 +1438,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1456,15 +1456,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 207d2de9a949c62256130768bccbdbb5aee000f4..8ec9d66cb2987e427648471b8195c99cae67561f 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 6e9323a4efeb58ef141fe03de43986b59fb01862..b7f77eab34592b1dce34a94bd2768cc459a027c9 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 245.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 241.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index e16f48a4e9e0568d6a771a7cae6ae430480e664e..d5e239e2ba2e6aa0ae420d2946e39f25e0806b26 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 9f140b678e51cd46dc3f2770a4eab21ebe34d7e5..9cc14256066db0a1dfda70694287a9922f93377a 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 34.58, + "score": 35.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.03, + "score": 36.93, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,19 +1236,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 91b8eca83ed96f90fefa9eee686ef38da2047bf9..6fd6993f200bc2d51ee8faca507df6bb0f38c5f2 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 52a4b7a2e3cdd02a0760925b8333fed0b99dba47..1346329ffde431eafb52cd775d2b3f267fc2037a 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,19 +1273,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index 1f9b524728cdf25b568afc31ec5955e532232aae..10a06f9fc00cd3be3b24a21bda34be27792ce8c9 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 5eb1b7964e3da0bbd3cb32494e77cb27bc58b165..e995309b4feb8d6df600bf31943c421fb422e029 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,28 +1275,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index 3cb5faffbfec664204e8b12844a1f455504cda3b..563240a710dc20564e8f349bd1c618075c288dd8 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index cb60e161d79791e3019c092bafff6fd7e825a4bd..358b5159b738ae8cb0a1449e2ec5e3fb1ad0a860 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 304.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 302.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index 14a242ce0b23048d9d3dacf922a92c40a645c5ca..b1319093f764df4446ac8d636b193332fab4f198 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,37 +1264,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index b7d0cc6b8ff75a011244061c3d1df6bb88dc8464..239010683f72424679c75ddf6f7543be1e1955cb 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.12, + "score": 52.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.37, + "score": 53.06, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 14b30aa96dc1807b99f0279522ee3324b1f979ed..b237dfbaa050b09ad329007f2e4a518a27a7701a 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index 52f91891cc708820bef7fa7e38b1612420e4fa11..56a0a55aa50b835ca425ec86f7b5336e5ed2eecf 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index a78c1bb55a9c95091575ef82d65b2c9f814cb77f..483858cb06f57acb79b629e63b402def85571715 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1097,37 +1097,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 6b22cac7d0579d2acf1115b2640c4c661224a353..4ee59be10f2c2157e3b1580a7f7a22b731e7b9e5 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 304f65e372cefb50e3b8b9713c0a0a25c92f3d08..b84689dfe72f45d85381d38c3af0df453a2cabb4 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,28 +1273,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 2e24a7883fd58169991fc5cee143d14a0e797c6e..576b83a5bfa6110401f791ccc0cb794856d8956a 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,15 +1427,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index b3a6f19087c1fbfde997cb3a6069a86b7f23b9a6..08d2e6be26cf62b38695fc3f0a25a0f34a550174 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index 65b02a119e72aeb0e0e7352e1c9696037fd57a17..519e652b3836f076fdb09cdc1cd2c10a87124290 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,37 +1190,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index 55197e8ca10338f32ff7696555baac3d647232ac..4238dafcb1505e3a6def5faebf9a34fad606399e 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.8, + "score": 46.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.52, + "score": 47.31, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -854,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -981,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1027,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1180,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,7 +1392,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1414,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,8 +1432,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 99a91e8056cd551529588c49d4165b5f925e7431..fd5a2cb69dfb00443285cbd9525dfc78cf14432e 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index c87bfc6cc42ba9da748ea3d042d1fe08ebdd3270..f071c35161af9f527a88b888d7ed89a4324787df 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index e65451be061627617e6224041190dfbf7d9a4576..b9ee0359119a9b1e8546692bdaf1fad1d3a650ad 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4285d29a0a8f", + "target": "205500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 97d255fbbe38f99958ec7fe1b2f3a40a535c878b..18dafdd90b5e4b97ca40faf0fe47de9890464c89 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-13", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 689923b03b683afeaf0134f30c3b907680f7a419..81d90772c371bf1ff714e0231a30d578e5412736 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 7ff0881464fb0d1a6d647c3e2f68f913a7152476..279f6556b2ababd9fe6ed5ff3b77fbc702975768 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index 9f1d0d24c3ea9d173900f269801263064acf4da5..4d0f68ebbd73d2d3ae5d0032ecbc9e3a546fb344 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 4dc8268415cf1946401b59ee6302c4aa90a72406..e83dedaad9843a5577d626ab9e4abf94ee9a9a03 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 899e953737916724986bbe4fa402c784853ea75a..922341ce233ab99b58e37ddae1cf91efa096b3ca 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index f7b0acda7dd5e811b7677dcfc1febcd4b519d31b..b576552d795af3783752f513520ef4523aa97b27 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 19160c3965f181a82febeadac9002cee44394e7a..bb021158796534d1079c435915b851130a3561ad 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,37 +1161,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 3927b2de2310047b4c0ff85b612d96ef2304ea7d..b02e9eeae65c7e47abf95ab4078c7c189388bacf 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index ce7dc327597d2b46a2abcbb0e9d69107ec76e24b..78330b1fc808bf6bb3eeedc7a0f858a2e25255b8 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index abcb932becff3d58148ad841216b8577a90010db..6672149d361bd0f6bb5a0ba369ec8b7a7451b167 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,10 +980,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 56c60e0e5591d434452afc24cd2be5324c73735c..17b9ac6cba0829bd39986bd91559219968055110 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 12.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 346.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 5707c5a75fd5849a5964c697e5a9d677022e7763..468117d1cd8ad82a1d252ff801272916147543f8 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index c52b69a9d4dc3f20893e2d417c6f989817502fe4..b0cdebb566f00319c346c89076b0373fb652bebf 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 157c5857b88b49fe7ff4ba6df95acfb0e2898aaf..cc5749c055cb600829014a560cd9ec7114c36a8b 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -863,7 +863,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index d5e5b973d1f5a7a174599dc36dea355e8753c5fa..e7480c3a549dbeb9661b24557ee0aa8a10da9583 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index d971db6373b1dd864dccb781477fcbde780d1d37..a17c49f18a383528cf11d5bc3528d32d148b68de 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index bddc8110a1e451319c7fd14309aedded997827ee..0cf1b37f605d3bf520231761590cde64a148d292 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -835,19 +835,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -914,17 +914,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -993,7 +993,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1002,7 +1002,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,88 +1303,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:335058270994", - "target": "211050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.922 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 09f85e91622ddd0c90d9fc196e394597c35dd22b..2ae83fb1747d4504c1ec009fb4a51e9e2ab90fc9 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index fdfb3f64370eb3a175b9240f31d6dcffbb839f42..ce82db9f50d35b66997e3a47ee1f5700096fc03e 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -407,10 +407,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index fd87797cc674bb04c3ba9758560bdfa9a05416c9..95fa152219043c4799f04b0980b75001190cb127 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,28 +1236,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 7add40279f70bcb64f5f0694e869b89d29d0e73a..1c52261c1e251b293fcdda51a89de75bae869191 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,19 +769,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -808,7 +808,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 7299f42884de85ce56391b5d3a77d1669f2bb977..3098d4c4761e8298b5173be41db6510dbd47e5ee 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb563ad26927", - "target": "213420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.434 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 52899f6b9f68d2661d643fd275b22d48b8e5cdbc..f68aa136293b36c4c34bd9298534c136baff73eb 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index c8c0c94d848ac6376ac0fdefee089faeb57358dc..41d2876d9dfd00edccdec81db172dff73b27efa6 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 2fb29a4cba92154399172d0b2f6946b7631f3ba7..b2780af49a3061fbc89ba276ae034b31053afa67 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 568f577c39fdded0c86026502ebd0940ebda3ae5..4b5102013b8c30879fa740f350bd6f6466dd90d8 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,88 +1350,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:14b4d75f5b2f", - "target": "214260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.382 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 33df18750c27b93066a336153de6d1e41263d0ed..4862de494a1594e8004ec14f9799296382d9c177 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index a261d7ac84cf4246c21d8b5b886aaccf42baa462..beb9e3dda785a77d77fae26eda8a6e373f262a77 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,37 +1075,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index bd1e82a3994f0e3fa256c25e5b3cc31e9beb9fa3..e04c8fbfd50f4695409575a3c3a83d718aa81156 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:18226cb32043", - "target": "214320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.964 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 2efda7aa6e9e2d845e5fd6946181eed66e59059f..3535ff8dd0ea9e66c64fd6825f324331ceb73eb3 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 9.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index bb63eded02d5b72d01ab3b4d7e8b713bc3969a5c..30209450246aa7545cf401943886f3247aec1770 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index 9c7543682dfdcacbb23ecec9077c64354e498e6d..f854c50f37a4bed642aa0fce3dd797a3b21e22a5 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index d0b817a3350410e70b6a5611cc9cb352a7dec727..dce88217ed2c1b76624f48ee0b4dc108442103dc 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 190c5db1e27deeef7fff1d54d8b68136ee962822..a6c0b9660df3568aaf7958754ff255509c02959f 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index c9cba9b958f176eb9e5f857394155e4fb1d678bd..df481a1c91658386dcc4f51586a2d13803e054f4 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b95149d4fb2", + "target": "214450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 3b1eb0eedbeb5f96830d1b7e2815b098cc4ca15f..b67d46068cf1c902bdc55f6d4a99e55a1c1e1dfc 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 643abfe6c3e889c503ee8591a5cad1c28e70a83e..c365f3cab0ce38ad6d92158410b93733bbe0137d 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 66e77cd08e9e90002f8d3c84896d437bd4bcf178..b393bb5f6942b3e7e8a7597d303b0f14b01cc040 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,37 +1143,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 02b30d8e8981327f100ec5a3f2b013029ec6064c..8d4d6d06aede168f3d113893eccd8e63125c4233 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index a61afd02beacf7b45e5519545ddb7fc6ff39e3b3..7b885a572bd44607156e724931398c327439b87f 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 571cf45c8ae14c011f5874588462703bde508789..0214ef3e3d116f6c1b931d567d3ac2054d66adc6 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 8c3844a7c89b1c56baf0b81b4a22a6f816ae7e2d..fdf87d1c49dd18615164778a4fde62c037838ee9 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 82c1e280a85d7486a42f7596416de54435d2bd09..1c6c7f322edbdfbdf6868b85d1e4798e1d00a0ea 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 4a0ef8d04180d2a00b19b23956eda679a209d020..f63a1e8ca1cb22d2c906112ee4c475504a1d3fb6 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index bc480c24f4558ddf269022738c06de727916e167..7face3b119624ff4777958ce3d3c4b03a5b5155e 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 8f7d004aa3c242d44f5d2ed7f8d4f70afb807dfe..854e98af7605026fee97ce7fdc2ef2d7ec46601b 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index 89de39dce90712be991443ec06dd8d35f89471e0..e87e7385bde5df77de609d00ed0844c6a6f2b693 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 2d83bc270ad2d37efe6259edf1f3bb7cc2ba6660..40e89dbbfc701005ae4573cf6f642242e18e65fa 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index 4b563a612a196c87986825d53c28a94a90b39a5e..bf8d4b36294d205362a1f4cae83fa42ff600ab2f 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index 4af41e385fc7fffaec3bdadab5c3619cc2b95337..da66dff5e8faf6662bd68446873701506fbdb702 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index fa32ff2c003975e4938f393f207a7a89f8c85744..21bff9e4a5cd736fbf3930fb56e2611398c8b2e0 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.54, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.54, + "score": 36.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.0, + "grade": "dCR-BB", + "score": 37.25, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -928,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1254,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,19 +1277,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 2e66fa1c2c0790f0829da7403282c3dd90a68d0e..acae583239ca7c3a97df68bb68e75e9ff73faf3b 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index 07512273afa5c6ba7648800ef6f96643372b7eb0..e4a8061145ea9778bcbbeba0f14ab0e91ac673bf 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.65, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.4, + "grade": "dCR-BB", + "score": 37.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.68, + "grade": "dCR-BB", + "score": 37.93, "assumptions": { "scenarioStress": "moderate" } @@ -817,7 +817,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 380c5fcbcbece2e30fdafcda9fb35b66894c8839..c7bd950b83c1b95295ff22613aeb4e6d70745859 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 717e47fc979e5299a6a772d048d1d0a21545c135..8991642e3f0a583f063aa5483f02e91ec8230766 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,19 +1165,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 8c59e27aacd8ef35c52527076339de901734dcc0..f877311119fb6b38f4bd727e667cfb9644687e54 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 59286bd862fb18e579c74fed89cce41989275554..680b3360d85b96a607303480d3ec16d9b9cdfe3f 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,19 +1210,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index fb3c951c2bd62e04bf6b42b109f8da1e99f318c9..769fc1ef35176a0b4049d5bc49d39d4ae80613c3 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index dafe5919efa053578b51ff6f394a6559ccd3567c..6ee00e0c384aebadc6a6b7a049acfd3aefb9ec3d 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 739ac1dc01b945d673e945d5f2032760b95d6de7..e34c40662228c9abae1415f6349fc3400b4e539b 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 596b7bf5518b06551be6f5d31ff5c45d5d9185a2..139f31a55f9c37f5850d60fffbf20cc116083cc1 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,10 +416,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index b48f1d31590c0326d11c0612bfd47015c860360d..5128be4f02b269fe05837ea32e45d609cd5d9971 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 7448ffbf8329176fd188224cc4eea615582219a7..269f32bcdb07b5a259f9d749ccf36cd947be984d 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index 973568012566331262acc1b87a77f3ee2f435f93..cd3a6e1ab8f542a3eacd1dded2b9a57cdfc58950 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index a20d78148fd754e8932063a363e2487ad7520538..8d6bfcfb650edcb9c0a96d4ce3b3fe08435fb1c2 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 1f62b3459e5a9702985f2009a12e92d9200ddd3d..0c301a8f172efe03f6e8f8a2eb183fb12f322368 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 2fe75313860c7cb42c22d4ad7a659e3460692ca4..1c12e900691fe6a2833c8ab47fa0f9ec8baae7b9 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 101cdd3375a0a1fa4c9c34c9871104020b24d906..73c8c0e2d84574974b73c2452e93d72a2222e8cb 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1185,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 6dd6f4689f77b32506eabae6c9900500960fa376..b7be982d698a44640d191578d44e0e1da40fbc0f 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index f3163c0118a2eca7fc556a93de3762a56df5889d..44fad4aa7a7629a84c2583bc55d6871df42640ca 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,28 +1249,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index fe66adb8321105e00efc0b8d00bc81e39606db8a..669b3e6b3f2295888d0f0dd616b4ad4b6a6d7242 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 9655c1ad0043ec6d2998bef136f828a14ec15e82..65a5a41cb8cc4c3dc9f0018749ad891e71c153f3 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index 9f40cb4d4cb6cbf50e1e52b7dba9dfcb71eb32e7..7f218e30c0903ab359819db5af7bcfbf0b71ddda 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,28 +1267,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 524bedacef858359c7e9355acb4b1fa43f583f7e..a33fea03a221dee32187caa6da0359ce286dd92b 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 690ebe3e80da3e1118754d599fde3e501d8e61f2..d84acfbbb979d1b57cd7fb04e5c40b8b4d4cc3e3 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 57e1b3d6aa13b19c3fd71b2dfcff5a12bad3f808..353a0988c0e331bf2103cbce4abab30980e23080 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 5123d22914cc0d6547ff22cc0315999a826cd648..ab273fc7922ad6698e7da4aabde0a10763bdbe1a 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 0befa38830e6212bb7bcfb1f348b94ff357f9c73..04f5da8aaf2ff0fba1e13d8e4b5086489391c1ff 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.89, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.13, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.89, + "grade": "dCR-BB+", + "score": 34.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.71, + "score": 34.96, "assumptions": { "scenarioStress": "moderate" } @@ -851,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,10 +918,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -942,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1069,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1088,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1228,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index c7b9e1e909164f7822bcc9a4b953bec31b3c306f..41a528419492f279733948664736dce8a9da0a88 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index a92d038848dcfad9372f1f2e6da996602162a70c..257e0d07678f47677a83723cf61a3c15618afabf 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,37 +1190,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index 6ec3f25d96bb6965f9e146b4db0dbe53a0dee7e6..587fdf3e57fc8eeff76f49a50909988a44e9f7a3 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,19 +1276,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index ce36caf702334b7341eb2c1aa6e6067343da367c..02c1a47188648b1137d66c85e66ac4b3712d7254 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 70d93cd4db3a01a3d8e530ea798c6b042a40871e..82b17205d127d95e13843821a71ee5b885784df2 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 27.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 27.45%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 35d12dc01c8f57e41652a9e96a46e7e901f1987d..369076946c2cb5311d5c64c34f76237345ae84c1 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 70.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 99.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 97e266b8a413a949286fc91201ed3ea2b61606f4..0d3c25d12e5127a0136b10695dba07c55b05edfc 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 70c6b3a235c1215db6da83b1fac65a32efcd196e..93382177785c0e6387f6cec08ee23e326aed50d5 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 28.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 1773049eff0fcf6a6e5108617d8430aa1baa778b..d5dc5371df885bdfe24ab8e5e8986d46407d3605 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,10 +1087,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index 3d0dcd82561c2964db2664e440e35bcdfbd26c33..30beb4a51a9e7040334b58373adb993606a459fc 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 35163b652a9f96b5883b6786eed0f5960b348c06..6a74987044ec94a62229df55a946916a33916622 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index c5889d54af898b929c34778464e067a4e31e25ab..5f94dc95a35726bcf7f7ea4ae0f52ef67bf06efd 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 30d7f107bb2c1ef0022f4d9b6d5998161c2ec3a9..7b8189f539200c2ab53db3c459539570f30360be 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 63357aa89506ce1ec860a052768a4ba8287bb2a5..255240663ea480b6a906d3ddb5e70ad888cdd3db 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 9e411f896fd63c2a58ab9f64808da0e405b3b7ee..1184f264bea0c8e3387235562364de3ff0ce6814 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 912196069b1dac970b409cb6f41be6b976860598..9a944e360467a1650f32c6a621d101be74df14e1 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 515.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 752.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,28 +1251,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 6064b4d468910a6f1b4dfd621d9e484e22884d01..5443468fa1f078a65aced6c2b10bef8163d5ad57 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,37 +1170,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index d06e3e20252742756646553090156295e9beb22f..b20cd5d1fe90a1075ab65ea2bf64812c9cd2de4e 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,15 +1493,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index f6b89930b4c8b7cd15b41f8c79f54857cfdb2830..3db5f22094c1f573740d454409acc1093526723a 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,37 +1207,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index f8dd96649bf2acbee7a3fd87a5708d0b8a92cfea..1dcaffc43af3e1a073e502eeee1a62a41aa41f8c 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index e316092cd8521ff1fb2307a7d640b4107bee6869..1238d3b88993eaf62852ce9ffe3169cd19848948 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 24bfc5ef8d6479b4ab9218f32599a40e531467dd..875dde0dc2d58c08c7f0e001537cf91aca1b7130 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 60039a5e19fe18486db045642656585a7dc11a9b..9619bf4ac73fd00d2c76e5a013d68e4f0a18cf95 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index aae0e70d61509bc5a6e0c74987783683ecdb679f..a6b10f19f98feb40b2b8390e1ee835aab757eb1b 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index b84b743d6aa652e12d2a8116f8f9f087680f714f..e204993739af470120277128c113dc8216d8acf8 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,19 +1249,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,88 +1528,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:51db7807278d", - "target": "227950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index d43a8f55810bed9eabc2882dc6bfe3722b8a26ea..3476b9812bfd9154fa2cabd331769e41a7c31ee7 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index e2b34dac50a5fce86f2fb0050f0a41b89cf063a7..c3d724ac614ac83294cd8fada82e5cc5bd7867c0 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index bf2bcb9573a288daf5a0cdcfa86523c8786529bb..f9e420ab311139892cab79dad82273f2cbf30469 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -912,7 +912,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index f4dba5088470ad0b52dbbc7ef76a306fecfb448f..54ffb762fc901b617b48dc29aff3b4ac48c18d83 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 6471a48949072b8a3d06bfd1e6c363159bb9759b..530d2ceca5d26e02452ed3fdf76ac22344999523 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 7f8c431098b4fc0453643bdcb5628c97d1ab80de..41776c12a4ec0832c4ae4a3a7c361ac33f081288 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index cb0f2659f874c04ae1bc578dc9a5d1b1755f1ebb..32e3ed65950459e69d31d024bc158d8de2010cd0 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,37 +1263,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,15 +1708,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 291ac92458e5e69bed13b44c43a267d8b36a2c67..f8fd211ee82c19452c334c11b4107061042ec6e7 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 26.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 1997f1d1830c11da52da0dfc8962561116c1e3fb..0b7b057acf00ab81193f15f33a85c9682257932e 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 007686b19f9f10bc928ec81c8f72f32ae3a3a8d7..6efb026e15bdff99b6c013ad5bd27588c4b825ef 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index 58751e5c1c53c26c82f4f3fd8326c9501a5b1df6..e52859e525a549fd912f3b4ab0b8a15953735223 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 520066e2eabdbb99e1b90f9dfe548edfec874835..d85a55ca62723f3833e6e4d7661dc3c0efec4268 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index 4b112688ca2878b6007c6d1fb33fd5d38ebf2cc0..caa0479c8984539bc9989c2de7c006e67c91b686 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -866,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index cbbad92dbf631e5ce3d4e6e1ad17292ff11d8ecd..ae780860e9240d41b542e21a0b58e1b8a700f26c 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index fa4b291d125cf1ac13fe43d53a3236bfeaeee491..9930199ecbf617341861a92e1e4ba2f926762461 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -753,19 +753,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 497ff561a66798bd334a9c522a2a305c7cf66a8f..2ce044a94d5827c0d1cbf3baedd1a528634859b6 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 1ac10fee8157d036555d274fafc8de463d97182a..766c120f12c4b745b4e75c2cc80c0ab566a3025e 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 02ee2212e229e4cc9db824e2b0570b590f1b8c65..63370a274e1fb7031620a17c9159fdcdd9935fcb 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index e63c3cc7c11e0e41d5d70117b6791a7574d928c3..ead101567a63a739ba46134f888bc0ec9848bebf 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,8 +1381,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 69088f2ba79649e83db9f5eb99bfd317013802ee..8b74f5b91a353a068353082eaea6dfdc65b6347a 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.79, + "score": 26.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.22, + "grade": "dCR-BBB-", + "score": 27.47, "assumptions": { "scenarioStress": "moderate" } @@ -807,6 +807,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,6 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -886,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1013,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1059,7 +1065,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1171,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1180,7 +1186,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1193,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1415,12 +1421,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9bae95b316e9", + "target": "234690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index eaf6632015c872e5108834922ddc6713a50c5b91..21b84d5aaf2f37667eb31b428f1865b4eb070a6c 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index 3c5e596c756adff5cd3b476993a12525b68e5d26..e650725f674596d37610713b7125e4ad55ad9ad8 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index e26fd489574c20bbd27a784faf013a051dd217f0..852718e3fb21839ec8f662f57f6de1b65d6f77a8 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,37 +1263,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,15 +1708,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index e4b15bec2114a708a9cbeafedcb181ac559de772..799c401bcbbef279b395614e235f6eb8fdb422f8 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 5562f2ee9202662c2b07422e3103495a9b4c3a46..d626a6b502c81776696187654c5edccb56000e6c 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:377f6cd046c8", + "target": "237690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index f06d2c953c82a1f23ea59abd0c262dfc8c8ca0e1..047061aa805ad70df6575a44e3e3430fe06d9060 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 249.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 280.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 30bd38cfc7dc530bf57198090087322a88f83cb8..e5f248598f2e2d6a6b9a0632fda228fbb299d8fa 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 706d96b3a5ad3d8c7c83737309681cb10a84c164..5042d6f4b0387fc96130fed29b6a5138d76dbcba 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index 92e7cb46b6b687e2e46cea4f58fed7466d41912b..cff5587c6eac527ce5c4ace8438872c459f21183 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d08f9f05f71f", - "target": "238090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.458 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 0d3f0cabcc8c87bf2ca8ec39f6251e923a38b78b..03787d14d17ecdc529ee1288f0e69993685d50f1 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index d0a7c39caec9a5f689c8ab11b94ded66364bdba9..77823df419c3c7e6d83d77f59d7f6a03bdc4ddc4 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index da193a21ecf6be5bc5d8f425aab0389ff860807c..cd6d53bbc75c867901cf9ec7970ed7cc58f95de1 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index fd494eed04e64fd5a719923f6561a09cafbf35bd..096e692f035b3c2a803a121e6de673e02bc6a988 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 20.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 25.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 83d04c22208cefea024dd806c8269c9a820dcf54..08061a48405c99362b98f7d1c83f4ba784e9a99f 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index efed134e8f293d4e83bff87291cd2bb5e7c2e401..eb931f211cb84d5a17fbb4ec70e3de909dcf70ef 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 9336601bca22b608bc3f10832951d66a0475f8b7..89257397d2d36d09cb94ab58999c862cc92e4c2a 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index d9b2471efc4c3a236814a9fcd9cb713e6040c92a..6d0c40e1c3bdce98950bf8ee2fbcc3a4c88bb2c1 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index a325637434a4a2948f5512f9c7fa91a914263119..504a1c000705eee7ffbb4c1e9f1543e01edc0f49 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index d8651894fce64595e1908816a47729e61f3ad0d4..932243f8e44a0a40e0150cd8220d377a56e96139 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 26.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 28.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 5c5be8a11c030dcbbce5ae5732b1787e1a2f24a6..291dc2644d2858eb21b7cdb789ddd09fa1af9cd9 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,19 +1267,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index e76e3fdbb440a4e987b079642bcfb905e9be6d4f..be9face6533e3cc6034913b238996dfade199060 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1233,7 +1233,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1251,8 +1251,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index a23ab7e0b5ed103b45fe8fc024a4ae1b16a1569b..906e1e9e9732d2ae3209f36fc77f4d4a20525f8b 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index a1472a77cb6cab7ad4efcd808787a287bfa06e80..8a7321385804416eb7cc1614d55dd13f258caee6 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index a9ac1d3f75c5d1b7da81978d10bd7017821fe01a..d95c53e797e0e25fc67da8f7db53088fbc019e3a 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d1efd39b8b6d", - "target": "241690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 162af9e143061d80615bb1699c9ddbbe81749f6e..19e45e9ea81affbfbab7fffeb3dcac4484dbc7da 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 14.50, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 17.03, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 14.5, + "grade": "dCR-A", + "score": 17.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 15.66, + "grade": "dCR-A", + "score": 18.27, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,6 +915,7 @@ "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1102,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index fe814cfce88e6cd5720b13b5167f3080c0480e06..52c67602c6427ef2961ef482107cb1593f358ae3 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.33, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.33, + "grade": "dCR-A+", + "score": 10.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.81, + "grade": "dCR-A+", + "score": 10.81, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,19 +1260,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,7 +1547,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1569,7 +1569,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1587,15 +1587,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index a34529bc9f2308645590b84590c337d7924a0574..6c9da8f89bc6365257a6832118ba78db42e757cb 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,19 +1269,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index 3c3bf03f298c7c0d965e7b1d0843ca1c403add6d..2d6b444d57799a522c9daf073b5e3fb814721bd0 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index b4c503113fa6c14387ec34e2998594404be17164..89a9717883187081e8f947c3cdd817a448d96b4a 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -931,19 +931,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -964,8 +964,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1010,17 +1010,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1089,7 +1089,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1098,7 +1098,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index f9c81855a5aad5b44d0a88f9b4470fa84e06152d..b7b639ca9bde35d02088b9faeda3dfab1dacf275 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 87a734059437bc83edb8283e249d959658e03143..c7fbbd88b7e568f80c6e2e3f96c16e2a1efdef64 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index ec46561a2b2fbb0c9a01ec7057739c3802cf5ad4..1885e1b5a07841938ce39ecd3a28ba62dfde3081 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 0a65069e096c8d584b2e3b61699f5b733566d369..f057b9b005f3b4a762a705d4d410ef5cddf6b885 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 9a02917ec8984eba3359b73252047b2c310f0cad..e9558d628004aadf6c29852ce93c39051f86fc17 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1349,7 +1349,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1367,8 +1367,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index 1d9602e50ffef9f226a22298d0596206e15c6c41..41693798ae8a93e2463e3207692e50d3f321e35b 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index c9cae2ec9e43bd5141bc2f1c3a0eacfc8f10742c..59e1e12603367de47d730244303ac6c7421a4ba5 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index 6235140b750422dadce1a054b829087cf5ba0b89..7fc2719640b56b9e344dc9ac465117b6c3788921 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -742,19 +742,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -775,8 +775,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,17 +821,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -900,7 +900,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -909,7 +909,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,8 +1214,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index f157585db66499ce8d5a6fc1f552a8cce7c57985..1463965dce9705062d50555809f9175c5c371fec 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 20.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index 0f41818a316016f9948e1bafe8b290f23fd6aad8..0dd355482c48d5d9fc1e68a86775e7805a6a8a68 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 112a723e4bc4ea4b6ac69bba9314bb928605d899..a70a224be3f296b53658310e421a448663a57dc7 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.66, + "grade": "dCR-BB-", + "score": 45.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.81, + "score": 46.65, "assumptions": { "scenarioStress": "moderate" } @@ -750,11 +750,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -822,11 +817,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -841,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -968,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1001,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1010,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1167,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,28 +1181,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1249,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1519,7 +1515,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1537,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,15 +1555,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 1f9adfbe4760ee9b5be56ccb38ea369486424895..181e7a3e134fc9f8d616f584e3df1280b349da8d 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 13.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,28 +1257,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index a388cfe9a4c1bdb9079f58c8fe481c6e12734bf2..72fa4040598e3970a7a3117a85dd22346c964773 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 6ee721bada8aa1190a9dc6219a7f990f66ac11e2..dba83e8f9976a9b1a07e344c50149d385f37c303 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -869,7 +869,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index 87a8e02617f0210b12ac07062d71579cdb35aa35..4f0ece615ad8a4e555f5dc4492d9fd173efe9583 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,19 +1266,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 42e9afd604e926c9620d31f9310786c2bef53504..c8f67dc231abd1a94d6fa85eb5f44be4be403caa 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 477571e8f947e4e81d83e49fbd04c043af9eb99d..ecedda677bfebca16dad479e59ff478158f66215 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 75c391006f0fde5dbc01b05deb68c601a9c2bcfa..0e29e62100aa57eed3085cc30a97508c59f9fbd0 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 793b0e998379409fa41fd40b2411f92383fb3d51..53725fac248f6e2178bf5e951ce7df3a1ae9d44b 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,28 +1187,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index f5b39f8bd28223c2fd06f539579e124cd1fd1b30..8f2e9d9c0d1e46033f9b0b14dad55993ea76b64a 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1371,7 +1371,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1393,7 +1393,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1411,15 +1411,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index ce76ecaa3be5be07573f1e2374b8f169e869d241..e97014f51783b1ee1f4fdd0b1d995604b27d5adc 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 07db277aa5445719b21f789c374743131c54b940..17104d7eeebfff43772776eb6eb8e30148cff124 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,88 +1372,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1ea683421ba0", - "target": "251270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.401 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index 296c532f0b19ebe31e6afc8e502b7f97868416db..f29d0a78d2875b8a623b8bef3cdde577ab48e2fa 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.63, + "score": 31.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 29.6, + "grade": "dCR-BBB-", + "score": 32.77, "assumptions": { "scenarioStress": "moderate" } @@ -830,6 +830,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,7 +911,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 5fd1883436e3aca0dbe3f15557ffc8e002052009..1079ae0909905b99d62f731edbc28c0b473fb267 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index dd77d685d4b90a442076b05b0b9d7c66a316047e..e3a175fad2eff045d3a2cb8b71d2f0b6b4578895 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1015,19 +1015,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1167,13 +1167,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1182,7 +1182,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index c16d625ccf58ab837cbba9af60234517e456ca17..5e4e9c18e5620a6d3d8a987ad1c5bbfead3dadc0 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,28 +1219,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index 8a137a7c41a0c47790a16b3761d510446caaa371..abddc546883d19a36d22cf116f92d5c0401fba05 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 3ca80f3e581d7d8354b9b9c2a54b1ebec115a5e3..11d8c027901d9f5789e5bf860db211574bc0d381 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.54, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.79, + "score": 22.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.8, + "score": 23.55, "assumptions": { "scenarioStress": "moderate" } @@ -901,7 +901,6 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1076,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1089,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,15 +1492,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 09fd3b07caaf2b81c3ab9fafd35cd09dae6f18b8..051fb9bb3d5d853dc33b7f7baa7051a2752c28f0 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1036,19 +1036,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,17 +1115,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1194,7 +1194,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1203,7 +1203,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,19 +1253,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index a6120a3e7399aedf639aba19dda446d037ccbd7c..0ef6bf054fdaf7f0a579d12c500efa22602d18f3 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 27d611c031f1aa156eaa05accc20b571d8dc4c5e..f5a7989bfa5b660ae1bf82558d9a61ccfc7be8f8 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index 324662094d1c236d33b24b185ed5f4d99335057e..579ada46b92baa75f67aaa5f39b95692d44d3feb 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.17, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 25.99, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,14 +755,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.17, + "score": 25.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.95, + "score": 26.66, "assumptions": { "scenarioStress": "moderate" } @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 34f350dbe3f2df83e644247f6375a5dcd61fa4a1..389a81b0478c2aefcab2d4b3801f9f866b47c9ca 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index ccc8d476ee8bbe88bfc063233932ccb502c521a6..4f22a112d7e49ca3d391bf956b483bf9d4a02dcd 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 6c53aac1c78ffcfad1217822251f4eb8572c68da..70d94eb7f9d125180ea203f02d8502a5dd919e90 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 0133e7a83cd53fcee94061244c4dc4f699c468f1..908cb8e5f120ed52eb6cf9d2d0bde1874e0c9f7b 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index 4315bccb7892eb11f725054a2be3dd373259d29a..3e67fd96ce2cf3ee00f3141ba24e5c14fb278ca0 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 5bcd8fd54c06002d07ecaf09c3a39061932100c2..f3288797b11ab7adfa282b89fee8471cca579e1f 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index 6aec35ce94f492cfdd454a338a6261dc6d613f75..27b4e5736b4e50c54e0b05da8c9c2cb815534c6a 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index 02210c978dcc799ef02ae67094dc15479ab021da..ea5ad9d58437d10e145aeb6defe49b96bcd35d48 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 2f7e8859abfdfc1a139ea1935c4a6186b41c02e4..59b621c38b03ffcc21378d1f1e4a8176059b9f0b 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 3eecaa1e7dc21f9514fdf0287bfddb37d47bb3f9..f850a26829b7e2bfc617e016737e1e242ec5a634 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index f8241083aaeec35c2d107fde678b03c5389571e0..e51201dc4628869aabb94b2778883f603e1cd3c5 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 0f9727fcfcd4e31690b033666c7f366aaa0f29ba..baa68b47193cc5c84353232299ba4b7753705ff3 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index 85b12d42eb0d92b516c6b83b53bb0787e9072ce4..fd6173e519ac4661baec825b2c7d1bea4c727b00 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,15 +1494,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index 350abc8bbe2d18525ea58135b4401f56da2b17e5..2db69dd0afcae38ff2eba95a6c276c429950d45d 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,10 +1070,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 4ee92f6871acda7b386e794da21f394057c99696..0db3dc8651cc9628d9ae62ae09d7c13575ff1735 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index ea01762927c8d09a457fc198517b1e0f236f5eae..981bc55845ee557b6334e0798b2f797450f1534d 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index a61505ff499388499932e97e4bba9eed691a7a53..a0bc93183b3c3010c1b256f1f7f1ebd6bf7ff2a1 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 40d29cd355cb2b415db1d90fc1fe5ebc9e097964..dbf126dd0ca0bea396671195503e179c6b9e0013 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index dc702959f9e891e14a9d2b4979a0ac440d77dfa7..ac1c2a4c017a2c4134130f1f808439d118449592 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index da95b8750fd059acc118cae76a8a49d027eaf487..5e9f7d23324a052ed127e03ee282662ef68ce3ed 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 0be7b914db47f119def6a5fbb63e7afd5e6ede06..932cfbe32aa23489e41f83cf9fdbcba4e5377f76 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 7664a971f38d2079d5a6f050d63275bc82f518c8..192655bae2d8eb9d27e185d93b2b91209be4e8cd 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 1b69d3ff0a4ef4ff64ac9096c09d790973cd98b4..cf09fdc55fbaab74870fae41dfdcf76f89db9c3e 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1431,88 +1431,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9bdd3c84b65e", - "target": "263020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.559 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 6776440a21f892fd30dc028ba2fbc704727e33ae..3a3020c6f01c7c7fe99d8dcae748ff49f09c3d6b 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1035,16 +1035,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1121,7 +1121,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 1e9f509937fdfa0013dfbca1c10525e45e4de5b3..f42f9acc690529adea4a6eddc9f94374d6568a3d 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 42.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 42.79, + "score": 46.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 43.4, + "score": 47.2, "assumptions": { "scenarioStress": "moderate" } @@ -907,6 +907,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -923,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1096,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index 93e144f3b052fe70b894ce5b4e2c23af59041966..f0720eb82664a45db2cc6e3cfaf0396410a178ac 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 56c091f95b7b65761b1a0be9827ce5c6d4bd6898..7c5aa233f5b5d04d96805cc0245cece860722b8d 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index 5a6f4dece26ab1d08e296480c1fa23ca8e9e3891..6062977d77a64f1e0bb19a27e73a6c829dbe64dd 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index aadad0cd8f68a18fda86d8e37e46e4aa5db33ff9..f8bfb5286df42f4f96727538ac45f6f3cb5ba4cd 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index cfa4f87e23dc67a81e165594ef0ee356d6af7914..2c7856d8391d529b52cba50a43f85f63dade7aba 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 2979fa2102f36c01a3ef73616071b651a3e9f63a..38d215a4663b476ccfe0c8d78ef3f49ebc405c8e 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index 66ea5cb8e67c325570c8a4ee20a652091fee78d1..ac4fb796eb8d898dc1695ecc73ff4c3148c0a10a 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index d4fc94a8c7cc02d421478c20a6157307cf587621..a35432e52a8567ecacfc5278de42e40166e6ed16 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 9d4c648409f827a5cd3d17d3d956abe169e65b10..5c575ad0d9603245b6166e045e74daa7bd0881ed 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 70253b1a1ba1c40511bd4ffd704cb8a5db5bb721..7be2bc7994634f3cffa407899a25e903dfa5b759 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index 87b9a9d8f3d12b99f73c69d042acbec485f69205..322726ab60e96032219fc6b2abc7b41706a9a647 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 52e9430e31feb539d99948ed2cba25518a2ec32f..143d6884a61d789f8ab80150fcc4cd50f48b13a5 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 37e2b0ba7692216d800fed344975a35b30320986..e243f5fb9ca64f76b5eda5294d6e7887843b3bc1 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 1d178d1b54836f4dcd19ca66e8c67d21286c2d32..096815a4a873dce4e608819dda32f30719f2daec 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 11.29, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 11.29, + "score": 13.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.06, + "score": 14.44, "assumptions": { "scenarioStress": "moderate" } @@ -911,12 +911,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "현금흐름 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index 46681086d9f8332e0ede90354d55c281b15835ce..fbbd524a2c053cb3e318430f33304c37da2a8b09 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.07, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.07, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.07, + "score": 8.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.65, + "score": 8.65, "assumptions": { "scenarioStress": "moderate" } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index f0289aa54f4b95e2bb67042977e96e657f1f6538..9fe7fe68c77dc0ce5e225b66c7539346c2b000e0 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 020376fa9af6eaf74015ac5d2df762e77ce9107a..93efbf4b3675e4ba643e377ea7f0af8632cb7d80 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 974fb0e279277bcb44fa4944173b7b76731284f7..ad50da050c3d5f0ee7677f279ea0fd7356831553 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json index 229708ecf8638649e84a4c7576dad97fc28c39d8..faea216fb6be376ac5d75b4b121e9d0b96729c07 100644 --- a/landing/lenses/266690.json +++ b/landing/lenses/266690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,37 +1157,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index a1d88dcedccbd937f389795f64852809d14a8ea7..29610beb2195d7c77bfd28ea9be57ce7fa734a0a 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,19 +871,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index ea906deda6359346382ebcf922fe7b44f742f6f9..4eaa8c48239a7e72b1292daf598adae3ee081e57 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,19 +1261,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 5b922a911b2995c9967f799016fa3838265b023d..931b2d691b2359c972223f0c6581ab78de43f794 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,37 +1258,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 2e2bb46d6c2ab83879290d82acf69747dbaca3ee..47cc0262c914c3a4cd0756f1c3f223c0a1a21077 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index d527d4588ef92a08dbd7565352d1dddfacff6f4d..829a8ffb7079157f4168aad06599b2de439d75bd 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,15 +1549,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 3e2af37df8ad0370e2a676dd3a484c80c1b929b5..1cb6310ef0c64d275a098bf4e9b29e57b3d35d3d 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index f4677691c0b7a24a822900037023552d159abdb5..6139ba07dab677887c04e8e619cdf8f40fc53fba 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index 769604c05a244903372c94beb934567ed3ce274e..092c9bf450b76630220569bc807053e2273704dc 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.92, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.92, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.92, + "grade": "dCR-AA+", + "score": 4.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.7, + "score": 5.7, "assumptions": { "scenarioStress": "moderate" } @@ -820,6 +820,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -887,7 +892,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -904,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1031,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,8 +1055,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1176,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1190,10 +1195,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index a5294e51a71ec8f51543c06c234a73e13f1a8a5c..c5af9454cd785a3826b8443ef1a393caaad36991 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1047,15 +1047,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,19 +1264,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2273add10d4f", + "target": "267980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.634 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index af33da454fc5508aff3a5a8aa021198dba2ca10f..7d3b80223d33be9594a3c2c800c62f4034cf1dbc 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,28 +1258,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 4ccf35330cce22aea2d460603f210e15c206d38a..81664b46c25d23538e12eea142d5e02ab83b02d4 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,28 +1259,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 5392ec3c3ebce5b6ed55a7254a8b7b710b2f0740..1c1f98131a4cdfaab38336b53d584e2b7e19d6a2 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 946d4d5a8b85ec8b15cc47bb05ae0a62f8e7cfd6..133ea314cf3ff9fdab5255fb6965de1efd1e5293 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index e9ab986421fdf0255c0c7d1fa1222e287da5e368..ee0a6a78447031e907983c1f4e6f11873e74fc18 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,19 +1250,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index e8678501f724324a8d782a3b6bb736a98f67e1f4..06feb93dfa624afe94f16c7142f6a5ad9ec3f706 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,19 +1258,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 711170e638e1a9de50427ec73ac624d8ee6a6899..4f966ed196a0101ae38d8275cdcb0a4b6309e362 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -909,19 +909,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -942,8 +942,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1067,7 +1067,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1076,7 +1076,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 5f6fc0712d06adb90968dac16e1e2cbf1b832120..6acd4c33d2487875b4e082ea3b7180054656a05e 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index b2d28753ed1fe3fe6e2df8582c829c76621442e0..d347923b000e9d49a697682334c2a99ab7f3a6c5 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index c53345370b5d7d21c6d197db93f44250d5b6c8bb..dc9ecb6117328600dd91547fe2d55f7ad37c2306 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,7 +878,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,19 +1237,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1524,7 +1524,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1546,7 +1546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1564,15 +1564,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 5ac8868a823ed388f2a08920744681788394ba93..6e6bd5c695946fd6500979fb6e7ff3bf796a6b50 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 2b2f084732ef206bf5bd2082317525763bde628a..565cb907e08a2810ac24718c4e896f99a76d8058 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index 59286787097fc6f7b6c28cbc50fec6fc7f72b42a..6e860dec1c8e18612311e8ef7c706fc9799af2fc 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index 9396d721f6fe70e6ecad160e2ba5a126cfeedf96..d71a0ccaa2e5fae2c61975bfd5529ccb2f3db77c 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,28 +1263,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index ff226cfe31cb00d68b01799024b976c455be916c..12334fbd2a6bb61cf97208b4f1f75bdff5abed64 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1404,12 +1404,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4db41d69a683", + "target": "273060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 8a3292cfb011d92833a4bc4f36b75ea56aae14e7..73401f5a06b7f24498b0c675f11b0c8ab8bd6a89 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index aa39c352ed302fd54afaa9dc5cc00ee1b52b92c9..a52ac582bc9d9efb214b6db2e9201f66835314c2 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index f8194bb88e1d3f26bbe47306a2162dcbacd227de..26edfda4b7ddc161d99e8a3a73d9c8ec27eb0739 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index fcda63e67d2dcc688543092da6195e66d64c633f..6547b3ef0ce8af90b08713fdc781b7faffb9686f 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 41a2dfff9785d160f12572c56bb4e1885c79d2d0..96e961c1bc0ab88ca5b247187f3f4070f2a7a675 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index f8729aa411e8e912a6b153be0e50d6028fa9d0ab..bfc9a0aad0a015a328a09ca4b85d07f35b76fe02 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 291.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 314.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,19 +1143,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index fc161af400482901bacdc243b2d2c9394da637af..65cd9f72de1702f9da5623bbb7821450ad4a2291 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -839,7 +839,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,8 +894,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,28 +1023,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1079,7 +1079,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index e07ba78e9bcecd1872a18670bb4409e5b61491ac..297cc39c37116226610a3a2889aa991cb22f7686 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,19 +1256,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index e0093f9687335520d4a461e75c2be95d29fb2512..f1d9f136c0a156eb298c485579d45ffd847f109c 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -876,7 +876,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 7fc867c6fa4a0d309c92a65ba6ed4d7300f35999..3f1dee239a66c8268b0b8023328c6aeaa3f12e58 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 9d84c6f9b5032997212ebe1dd9d63fc2a5c84f50..7e51bf98478e74de2ed04598b780aecb91566758 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 24ca2994fdcb17bdfeb9171e4aaaab45f4dd666c..4f30317a845f304c9c3521a77886dce4c22104a8 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index cf812d3552c40f63f5f9313c3348911bc0f6587a..71900ca670e40bdeee087fcba91ffd0cb80e79bf 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.02, + "grade": "dCR-BBB-", + "score": 27.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.15, + "grade": "dCR-BBB-", + "score": 28.4, "assumptions": { "scenarioStress": "moderate" } @@ -871,10 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,88 +1419,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8315be8da82", - "target": "278650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.574 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 73b2c9785aaf1d9ce0c44152b198be77ff369f27..f4174c5e18845a5a6f91fa98ae2280abc046bc91 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -364,15 +364,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -397,8 +397,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,17 +443,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -522,7 +522,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -531,7 +531,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -581,19 +581,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -620,7 +620,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -878,88 +878,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c71345b3ad0", - "target": "278990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 54f920ca6e3ec5d50c877c16e789013481bac2e5..432a1862c0f9f3d645239a83366e5497e2013e7b 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index b6cc6a49a67c45683e2e013f31b21447092289c9..40facfc51ce2c70c1fd6cf7658a084c8d4e9d80c 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index fbf9a98552b6d3749f60e9b615af94527ff86ce8..29220214dcabe7b51af563f7744528f81d69a2da 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,19 +1265,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 886ff1b355c67fcbe36d6239a26d87e41310e54f..f8ab4405a7f6691275e0f5b1c8b7bab2f1b800a7 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,7 +872,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,28 +1232,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index ab49f75cec858b5d8dd9ef751b40ac3a50e5d6c4..103f6c7f4ed37eba05a94350822593949753a57f 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.63, + "grade": "dCR-AA+", + "score": 3.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.64, + "grade": "dCR-AA+", + "score": 3.64, "assumptions": { "scenarioStress": "moderate" } @@ -897,7 +897,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 2993903f344ea223f91d4ece10cfacf1871eae0b..165dbd7b11d47ebb7c349c51498d07f89e8fc969 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index 766682ed2180d5314234e7e5c89155459af88f13..ce9ebf2dda0bdbe1d0ddd21b8e83eea42f3dff6b 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index c8ec3a0e092d4bd59a32e97f9a781f5424ca358b..363361a5541c0295b9361f9197b220580c92016c 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,7 +833,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,10 +1063,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index d937fd2db6243e89e2f3c398378cc0d111d02903..3d73d7f0229d2ae422a250acf96af8255538aa3a 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 3b95efd0989b072ab39adaf200edafc0dbadc0ab..190b67955f07733060749131c7f215960aa950b7 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index a1e60400c0f16419418768bf63aef756a981acaf..8807eae22df8ec3bdba4e5e033cb0588523a208f 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1037,15 +1037,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1189,13 +1189,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,37 +1254,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1651,88 +1651,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:11aa26c227a1", - "target": "284740", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.419 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 8269ea90013545916b1518d5a51f4bcddee6e567..7afe09562488a6c75ceac8a431874d8f1c1d7f20 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 0a9c750c157f976427e927dd338461b553bc49fd..f3ddb85fab9334e5e2cd29167705168363e555f3 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,37 +1241,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 4d1e6a971f55c14f740487c9b697251e8925bdea..06af5451534815ac2a863aefd5a488ba14ed4e67 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,28 +1109,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1449,88 +1449,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cb97c791e3b1", - "target": "285800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 678d4cc3f38e28d40f321738defe0df00a5f217e..8e55ec5da4ad0aba8f748c0a9097294d53ce212d 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,28 +1168,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index e338c474df730319d9a8948368a52e28c3499485..24020febf9fdd5b0eef77ebf696d037ca71293d5 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 4ce666559778c33c31193da2b55e86cd211c011a..f03c2ccb44f722e18352d1db88c71e71d8b4b010 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 9cc28b5ea694eb6b2464bcbad9e87028d9ae6357..16845ffd7b683370fa9bbad786cd6818e6e00bf6 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 0c2a6c3c10143d603fb6532c7f4acf736e7d7d41..54fc4bbb5e83893f68b017393f4dd567f215469c 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 337.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 323.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index a97289a72cfa1221c12875c9f3f8ff9c6743d308..4b97fce72a59a9e094df137e7ec35842efdf0c90 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 706581e64cc21fffbccc91d536a8a5e9323b0d21..cd00c31eab1fe0e810d93d829240d79d04afcbc6 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1199.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1219.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-19", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,7 +985,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-19", "period": "2025", "status": "derived", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-19", "period": "2025", "status": "observed", @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index c0e5c741a8788c189e9b0f445f94fbcab71bdee6..611a0889c2d85ad74f24c75f041ab69f413a20e6 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2024", "status": "derived", @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-22", "period": "2024", "status": "observed", @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,37 +1219,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index f87b727bd05b8ef84bc0bec04b8b6b0bc390c415..35f96a881b7f1eded4f05b9dd2ae38a56446d14f 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 4e0b2df1b013c64b0eb1f130af59273fa7a844e6..ad641beb4cee1cce434ad680988d8f9b64fa4250 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,10 +1021,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 7ebd8925896c8367028e097f0a9e92d8c64607bc..7434420b5960fa21e5d0c79335c2a7668d675abb 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index c022e0490147c0df04ccb8a5bbdb17d21a721e21..551dac48f2683bf75e7de5b58bb110c1d551b556 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 7883e6d0272112d33718c4eae1e05667e97a1a01..ef6690f060005d57284f4c898dcbbd1302c13f04 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,28 +1252,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,7 +1586,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1608,7 +1608,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1626,15 +1626,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index c767309388516407e1b4c8447bc53b6a33977e4a..8cf34eb1c4785e615759556e4459393a0939800d 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,8 +1480,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index defdfe9015d22036a1d262f48167e75719813d81..74de85df7cf81156b5a33a277eaba54bd657d37b 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -646,37 +646,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -703,7 +703,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index ee9bd718d7c6fb37f66f08ce3542fe03ef714e3a..6178794ab7135228cf985e12723a9162f1bc69f4 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,19 +1157,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1444,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1466,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1484,8 +1484,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index ff08ed0cd6669342128bfa775fc40431b47e3c27..0abc927c6853519ea24555eb4397bec1a33431fc 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index bb0d79bf15f13e1f875044886a5a1bb63349409e..beb83e7921fac1c26306e9557daace9a85403c5d 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-12", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-12", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-12", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 9b8b0aab0ff7cc956d8e000dfe4e4528005a7926..b847ecc5227ac3403bb269b2c9c75c3f29e09699 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 19.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 17.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 98c796b158b1ad07655798e5a2fbf847b2641e9f..0f7f1c1e485f34244f9627e2cbda4111ae7e0885 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 19.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 20.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,10 +1181,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 34f403972e2e48ab5d12a3c70a2bde58abdfcdd5..7900ebbb18ac67717bd943993d23295a882d894c 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index e66fd0265cadb20811612c2b49aa2da510cf3216..ba30f181e5f1e19ce8aded087ffb49ee71fe9372 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 41.23, + "score": 38.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 41.5, + "score": 39.25, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,37 +1179,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index c55dccdd3f7067a3b3f549f4f94ee2b980dc61aa..0b415a1e4ecb5c09582950a48cd3df6bf01cf6ed 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -893,7 +893,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 114.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index fdfacee8022a54406ce7c3a8514e775a20cf2388..a4639aa2a62d28cfe41e7271783a20d4a35ae414 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,7 +1442,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1464,7 +1464,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1482,15 +1482,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 3725ea02b524183774685704d77b68553f40f409..9357a411984b0a5539f88c7a4963a00e50849e2f 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,14 +727,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.0, + "score": 45.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.7, + "score": 45.88, "assumptions": { "scenarioStress": "moderate" } @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 28.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index c490bca76a7e5c6c9177cb90cfb2f4cd50a9097c..d40bcf5e3e76afe911db800aacabdef8173bb933 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 2b5afdfd9250b5ff80f3f2592896008fe2960e74..7b49d2a26c6809624a6fee272dbf73e67a187f2a 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-30", "period": null, "status": "derived", @@ -769,7 +769,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-30", "period": null, "status": "observed", @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 8be387069aba15a9f3b517f52c37678700954df7..5b88af4cc55efc8007ff98b1742170502e9e53e3 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index bcce52688ded2912fafb7ab5e77cacfb9a086a9e..44c9e6830c4924405ff8406c455039302d069efa 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 4724602921a763f9e542203e56c0666588ba1b8d..3a63e6a3ff71836be1dd5dc5bc4ecbf6838750f1 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -871,10 +871,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,28 +1002,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 6ee13b429e1f3b807b55d65a93d2e13082492175..1eb7be56cb52e8ea80da0c87b47538061e24c3e0 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -874,10 +874,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index ac9978a9d30e9f7b541d768206a1dfbe0b500477..d8f7780c0748908d65ffdc4412b731d1ff68d488 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,37 +544,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 2b75480bc6caeab153ab239dfe509dad3e09ab59..800c0a4e15b0044e084d788e3e21dd1912025450 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index eb858214bbe82c53c50b4967f156fb5d18818caf..a8b6559d2636dbf39b77cd74f3d84ce2304e1856 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,28 +1125,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index 0d56969b0d35de8bc1a98a9a53c5b1cb92d682ea..76aa037d2f09b77cad688dfeba82dd99f9a9845e 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -872,7 +872,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -937,7 +937,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 47c51cb36934de0837627709eb526e5263840eb8..68c4556c0dde4c5481eed79d84f75ff7acbf2739 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -807,8 +807,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -838,10 +838,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 2f54c76b98ffa949057f807561d6e3ca3565141e..df2c1d87be08ddcdacc3763cb4c3d4fcced1a8a5 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 8c8de186df251f5dbc4e5b7363d39ac0c7d2fed2..c358f97c7942acac3dd95e872380d078358a3823 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -551,8 +551,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,10 +582,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -595,7 +595,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -709,19 +709,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -748,7 +748,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 6fcdc7b7d931cdaac446c776ba6346034680dc00..769060a8d626087327ac06540fc58d03d50aa677 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index a3e4966801363d2a2bc0067a5a1f6330a6c0167d..84ea5a6076ffd582647492fb1821175a6ede64bc 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -586,18 +586,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -782,14 +782,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.06, + "score": 23.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.64, + "score": 24.39, "assumptions": { "scenarioStress": "moderate" } @@ -870,7 +870,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1012,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1045,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1058,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1078,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1170,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1179,7 +1178,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1192,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1211,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1414,88 +1413,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c547a85efc89", - "target": "297090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index c2e459ecb1840b791bc31a2e6d4c7df6b31d2f48..08fc58ffc702ec0791abf9d729757227239089e6 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.72, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.72, + "score": 26.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.17, + "grade": "dCR-BBB-", + "score": 28.42, "assumptions": { "scenarioStress": "moderate" } @@ -808,6 +808,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -873,6 +878,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -887,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1046,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1173,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index f2751fe0a470a47e08ef72d67a4c33efc527833b..ec2f4bd5cf7172f7603dc6a6849aa141617505ac 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index 3ba2e9e3b1aa30ddf638e01ed82fee339ac46cf5..2fed84ab3037cab51a1950a7098c826f5d078776 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,28 +1239,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index ac8d5cd5721abcffe14cc9d21dce7aff5a4345b5..d9f71a61a9f0b6d05c79d97f752e6346d93dd63a 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,28 +1254,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 5d39dc6ee0481cc7d8c1042007e2bd0fbaa60f8f..b75080cb3ea78a658394ed043a62cf2639e1125d 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 19.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,14 +796,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 19.27, + "score": 21.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 20.2, + "grade": "dCR-A-", + "score": 22.2, "assumptions": { "scenarioStress": "moderate" } @@ -819,6 +819,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -895,7 +900,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -911,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1038,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1084,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1237,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,28 +1260,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1311,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1589,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1611,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1629,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index 8127ab5a83e7dfdef2f0ffa6f9ea9cf67b9f0a13..a60c0ce63f563b29ce48676c90a470aeb4c6863e 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,28 +1255,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index bffd6557696dc01ef2c7c5e33e5cafe398e0aae1..94c161716fa01bd200da20ab27159f7f9eb4c30b 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -955,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index a7b8467e8cc0cccda060ace284bdb2d842ec1440..446d7a49c688bca2a9bf8bb32c159d7954cb0aa1 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 1fd4355eb8d15dda9809f66df445996afc2885b2..71510b5e7d18421f2d2caa95be3d65c7a73fa984 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 24083817c2ee1fb412144bad9398655a08e74d26..8390b213cb8e39135bea4ab95d32a235458e6896 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 22.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index de263368779ce38160229ce63d8c61663df0ff42..f6779918037b33cf9085377aaa963b50fdf13c99 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 461c9d391a7e3e9f8a3bc001150e107763c7f0b5..e826d8dd04ed99c91a683b47422fda7ca4cae009 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 24.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index 7e86643b39f4814063c6aae8da748f0c895c3edb..c5ddc8b16bfa74cb0e8c8effb4b3bcc1a6f29d41 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index dae7983429f4e9e04dbb2b2f57a11745f3f491b7..b5958724fb68436e698363f4c674b1e8d4e90709 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 6f6d27e00d63453ce20a46e2d49105af200bb79d..e5656e82592dd87631d8a58c0b168aea2ee17c88 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index 232b33d9325124542781a7a59a1ec2811967226e..bc044b216273ddfdce1582df5a4ed656b730825c 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,15 +718,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.65, + "grade": "dCR-AA-", + "score": 9.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.74, + "grade": "dCR-AA-", + "score": 9.77, "assumptions": { "scenarioStress": "moderate" } @@ -803,7 +803,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,15 +1398,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 7db16f4bd3bdb2083dd464b9bb307118f7f6408c..d19f77400730f1411e568ca59db7c7f909a6b992 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 19.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index 5f9478c9a713ed95afacb73800a3fdd6353e0a43..9ea20ae5225eb745757b3bc74ebfac66a081d1da 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index 3960aff1707cf570eb9cb1e299d1425937f5a715..d550b0348cf1847720a52a1e120a5eb5865cd54f 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index 6fcfb03206d23a04b8bb9ee2c5fdc9702e40d236..633368dc1f2a90af8ad345396952e3f4307bc9a8 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index de479d7e89f35030531577601cf25ece9b0401b3..d710f49ba7046ca7fdad45c0002bc336d87c7803 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,10 +1094,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index f92595406b2aee96669914e05658276517b1031d..468489939cdd15fcd5710ed3f89e923a2581cb3d 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 2e84370caa181481b5fb95b6038bd0f8530308b2..58ab44c879ddc06f52c75f8cf359720f6c4128f1 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 112.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,19 +1194,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 7a1947125dc714759ec6f1e9ff159832ca18b8cd..e5195eff77b696bc93f45e39433086cf008ba89b 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 87317002da024aeedbeba643c0a63d137a107ab4..627f735436f2d673f2bd074ce6c451e2fb5fc85b 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index e6eecca93545adad8a2a66c14e011e8a15aac865..c25fe666071273ccfd943f2ed43ede1501542abc 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 09fa62f310dfb30c85f4e4d4b77f018092aafa71..df0544074a9250df1b3db3868b27d4606ba4ef57 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -729,14 +729,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -922,8 +922,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -980,7 +980,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1055,10 +1055,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 40e14b5dc22bdcfcd5936ad67e06aa342eb49358..60d8bf961c4f9e258f3ac6c5ee47b18bf63b7ab3 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index fa685458b3203d3f8c215acd52d76dfb9260f35b..9597bd6835255bbdc78901a33ed812e2977077f7 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index 4e53ca7d5924adf749f69137e81f8cef205e8cc1..cd943ac66d916d26e60cd4749679b999dd34293c 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1565.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1587.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 55c874d2db5cd6a5166fd3bd577338175aaec965..d3fa9c6e2ff731d6385f42fb5aabd0191c896e13 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,88 +1421,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:033fa816895c", - "target": "306040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index c2677e4ab404111852a1d2c147c8c64cf7fe50cd..066d0a0f484c17c3c9e8ee961f0f85062038f660 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,37 +1203,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 956b329968670c9e0cb09b3f42c0fb3b78c4393f..aa578c99692c91297d7b91c2178abafbb3e62d2b 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 19.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 655977c8f9a6ab8e7b46e98fd4673f057c0b2ecc..c4ea3937d8f1f8d80c328fcb35d81a0f7776ba36 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.42, + "score": 53.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.93, + "score": 53.54, "assumptions": { "scenarioStress": "moderate" } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,28 +1250,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index ff2b44689ccfde1a4df0c59b846d27c8d6c845b3..8f95be7c2bd3de66c372befad361df85fbc52b89 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index cf81fa23a968da2c819cb8446f1642d0764d74ca..1c3ac295b5238407973c8e95a3b76f50d0f926e5 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 7a362a30b4351eb2c9b744b3e7af04c72bdc89d0..c98d58e05a774098bfcfc0abe6374e2ac4a215e9 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index 0214c8d5e882fcd1a2d6d4fcdae139d6de81aac2..a54d667cab7c842df791de2d8fbe717bec1b720a 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -587,8 +587,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -618,10 +618,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 815ebdf59fbed8691c0f6b001a7f7a37e996e08c..e048f9b0d6b67252019b46a6378c5b2e47b45b46 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 80524afcfa334680e74b45d99f7703704df687b3..fe613d13290ac5f5f30347faaf3fc07195bae127 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 7ac67108a95a5177f8601c4165fb296785c67749..8c533351b8ce55b35925f8bc005d8166760e691c 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 92b2826022482dec2aa64f7ce9fe48d52a963e75..6a824993cbe2d4924d0bf5b5af35d93a3837b41b 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 52.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 56.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,15 +787,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 52.83, + "grade": "dCR-B+", + "score": 56.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 53.39, + "grade": "dCR-B+", + "score": 56.74, "assumptions": { "scenarioStress": "moderate" } @@ -872,7 +872,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1026,15 +1026,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1059,8 +1059,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,17 +1105,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1178,13 +1178,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1193,7 +1193,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,28 +1243,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,12 +1569,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eccb25695742", + "target": "308170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.687 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index ef4b1582dcce422112c5f3ad0580f4a3a7d08eb6..bfe867d1bb5a2976fbc08b249d06134e35b2c33b 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,8 +568,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 759f1084907af70620494d8127577164612ee222..2bff6a71a54a96c52424c1b48afc0291df3e7d3e 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 6bfeb265b1c9ba8ca1fefc363be10cb4b622052e..8ec292bddfc47e45a3d0601af5189d7eeed23f89 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 24.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index 82ecb44184a8f785f36ed12039de7c7c24201b42..806898e55a9554488da7ba1d707eae03c03b3f02 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index 6dbeb33b2c91281b2162c8328d762cbe6f7a7e89..75732503906643d46c6b989bc47f3b76af5e472a 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index dd39b2191a75883b6dde51de66676ed369ee83f8..7bc3979ab6eda88de4c1e746ef141c49b8a7f859 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 1e5d1487a59874f94d75d30ba125f9379af32467..3730f108edbf64ea0a1618885edf7afe514bc106 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,15 +765,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.71, + "grade": "dCR-BBB", + "score": 23.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.41, + "score": 25.66, "assumptions": { "scenarioStress": "moderate" } @@ -789,11 +789,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -843,10 +838,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -988,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1021,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1034,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1112,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1187,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index aabfe18fee63a4788b6106e4e31d3c3bde30b067..351b86c19c7179c1269e08e9bd593156f40a0b7f 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 6d4c11af656a65d9465a093f6ffc839e2df27d6e..080b39b3ff7f0fadd2ee17304d5bed605a3b9dc5 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -101,7 +101,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 24.81, + "value": 22.66, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -531,7 +531,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 24.81, + "value": 22.66, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.36, + "score": 1.2, "grade": "AAA", "pdEstimate": 0.0 }, @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 1d26258ac3e4e9f2b1aa249fe5144359c46758b0..95010fe44798e3a56ead2908f6a0f474766a2f94 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.46, + "score": 21.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.84, + "score": 21.93, "assumptions": { "scenarioStress": "moderate" } @@ -873,6 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -887,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,19 +1015,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1173,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1182,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1213,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,19 +1232,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1518,8 +1519,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index 6b2480bfbd23874bc077d3425e9e9493397ec26e..0f8bbd2e38dc611adf94af181c8c0f57ef2f5b4f 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,19 +1167,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 0bdf69c725fc951a0dff0911a7ccb252442f6241..f4bbb379c29deb0be6f907ad34d2c94744f1b943 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -358,19 +358,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -429,17 +429,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -506,7 +506,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -515,7 +515,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index a789aaec119d1a7354afe151f62dc5f58c029423..e23466e0b7ec2692e3b9271a5a5a69b0c2b1e3d9 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 271.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 277.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,19 +1127,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index e59f86357eb111a5bab7c41cf82c1e3a0f451d7d..34675c4bfde94dc1fb8161b31864b9f4eb7438d9 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 235.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 231.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,28 +1165,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 953fa29ca848a0624dffa339ef5bd997a8402251..5b7566ade730dcd4d89f9145f3db2b1fb0f19297 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 617.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 589.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index ad5ff3a7419b916f636eb0d263756962585fc9ee..7549001b36517b7cbfbd9da1c3d9bcb60fdf540e 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index 0a0a3f4f8a0838671109de7063a3fcf3d3fc4228..9be0f6246e6cc18a3017f30fd7a3ec3ea9715f79 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 6ad1aefea4ac75e082126d688e592c829dff9830..58d2be31b4c47215e571d18614f3f5c234d5c534 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -941,7 +941,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 71fef12fd3bc1fd363b205e12edad622babee3f8..ad60ed7bb34845d0aa9a6867f10d9d91bad3e43d 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index a081fe0a5158a8acde8869361d7dc8dd54b0c09a..cfcdaaf9a7c619e502557b25c4b11f30a6c9904c 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index 34b1fe84b57c61d57b012c4280f79d0129e23090..83cca04e2b444b0bc34641ff6ea89b3dad351d5a 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 45.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 49.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 45.71, + "grade": "dCR-BB", + "score": 49.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 46.05, + "grade": "dCR-BB", + "score": 49.7, "assumptions": { "scenarioStress": "moderate" } @@ -855,7 +855,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -864,6 +864,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 11.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 637.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -880,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1007,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1040,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1053,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1206,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,28 +1225,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index ec54e9bfeefba7262e4c3f26d1e413f702d63576..2effbb7ecf51bc4d112fbbeb8e5f6edca771541a 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 90.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 94.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,19 +1235,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index 583b87b3b6e696d06e8cceae86d955c2cce18a07..4dda9e8d47d475ed064829a08c7d742973a2bfc3 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index b967cbebd390e61c6d89f2de65dd2b9fd94d26dd..acd65f12c3fbcde08cef918aa9bbf17a4b6e3b98 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 726d21f75402d4bd46bcb0eab9d0d1daa4d953d0..7127a3d3e6325956b25ca9b3938d5d307e70b6d7 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 59e35cdf1317681524965d1a964062f476a1c7d2..ceb9f82d2e67fbf039cdad318a87b77d06e71683 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 05f252de2498daee132a89662c78df2db56065e1..676911d9b51dbda03b0e0d7b50ff0886bbdcb0fc 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 42a37cabeef5ae57a449ac2a17ef17c297ed157e..0057870567cf46aa0da8e2978790f0a6cbd5324d 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index c2b59ce96b68ae34fe0c19dc1a5037e4ca6974d7..e641a3a5f664cfcd52c5d647a3a7aa74c188232c 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1027,15 +1027,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1179,13 +1179,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,28 +1244,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,88 +1570,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:747216a72359", - "target": "317850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.551 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 3b580dbdd7a740f9d7669f1f0de248c46418c36a..848faa01442ad97d1872d9ac4f12ec655bc656fc 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 21772d500b1c2121772add871fb1b004cf883116..67a3e019a7bebc2db3619c81ec4c57f2ea6b0e73 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index 73a3dc81655401b8e814c9bf95fb4c029f75a68d..acfb0ee1166aec8143d3ba239a621b78e49241a3 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,28 +1231,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index db7244b25c511ed28e7394787c0d8f5e75d02cb6..1d4884104d9243e206feda990709cf47ff05fb55 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -932,19 +932,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -965,8 +965,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,17 +1011,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1090,7 +1090,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1099,7 +1099,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,19 +1149,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index 59edf66928f81edbeb5036855af62697b389af6e..100dbdb274a00f055cf0eb2c99f58f5a1dccdee9 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 79f30e32ea7d520aa0b115fee56e8145dc805d49..2dda2fcfc5869627aa2364ab713777a265c4613b 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,28 +769,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 75ab087f0696cf91de52779902e19fe0a8a4cd2f..5b4a7aa9a97a57a7174516e85c4b0c5916fce238 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,28 +1189,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1530,7 +1530,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1570,8 +1570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 0699508b54b99aef42d2a2bfc22a517ed1b989d0..d55b6574c2ff11237882fc7eb93161a3539b9b72 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,28 +1215,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07916b3285ca", + "target": "318410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.611 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index c297ea0ce57ba76c48a0df34c6c4251a34d05c76..db61ce632d0879d7822eed062471d22e337352da 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index 756e774ac086f574ef396cfaa0eb5fea2ff2c8cd..67a2fa46843815d99ac7e53beb8e6f49d0f90d4f 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.28, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.9, + "score": 4.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.25, + "score": 4.79, "assumptions": { "scenarioStress": "moderate" } @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,19 +1231,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 7af3ef27f47c691a12cdde63febec275dc2fbe9c..0057054de2fe9233b8c2b7682e12bbe702b50501 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 194.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 026a62a721ff5fc228df408289e82a2cefb0e3d7..89cd12babb76466b6b945ef5d96ff7acbb05ccba 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,19 +1199,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 128f5051873bf7cd4837f73748a76800ad58f2a6..44e67736180d3e0745815849afcdf9ee0b9ce28d 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,15 +1350,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index db6e3aabe3c4eaaffe3a9961b55b3b1bc61eb7c5..90ebe329675f0b2f31d661dd99c6cdbcb7c42c37 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1352,12 +1352,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d0e455a9fc6e", + "target": "321550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.683 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 19dfdb62d711540b21c4ea774a7b628b463fbaa9..a36c3cd318b21fa4297123921cfd66c333b4b67c 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -935,15 +935,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1087,13 +1087,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1102,7 +1102,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,88 +1337,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:23e71bdae503", - "target": "321820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.243 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 616ca081c0f757ada17d2c6a243e72f936be3655..27d8f2f71062ea839dba0264f45b4380c0817ff3 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,37 +1231,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index b7548c0a09f643759a9d69e245f850ba1ef69c65..6245c0469db9b61bec7777bef3e754a68768084b 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 11.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 6efbe80c7e76b748e39facb59760e094a647d415..0f99e129d8cdddc9bf3558cb3b723eb15ce69660 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index b33fbaa6f529243a885bf85bd0f561f20e96dc9c..85d4064c4f30381db1a164978e098f28620d1692 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.96, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.37, + "score": 47.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.79, + "grade": "dCR-B+", + "score": 48.49, "assumptions": { "scenarioStress": "moderate" } @@ -742,6 +742,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -807,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 27.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1033,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1112,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1121,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index 9db7e7e6afba4ef51c50f2906d7ebf5d5666b2f7..46b1bfd219d4d6cbe88af80890bb2f55d7be04cf 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index a5a7200bc18d4d85df493cbe6e72034867d13a25..388ec656c7abbe7f557e1ee569eb26b6110b6421 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 68aaf15e3472ffc53ffe5c16044406d0c3055b3c..b0473a40117014bbd4a6162e456ecab874c38b0d 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 08787f5a75558d10d9e3604bda3a0f91d86538db..eaa05a646060974c71a87babb73c49f4a61ae120 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index fd1b89d72f855995a74b730bef989a1deb121ca2..cf891e27e56959011d5069fc496cce3744fe1d0e 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 0c2e914b7c50aea46fd5ab45323280c3d7a38e20..dfadbc44c233ed54e3ae964d3aec0321e659f337 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1141,13 +1141,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 32bb7406d7c3f30e11f24871f30c40d511946396..bebd9a41fb5d2ea1d2c9f7c5dc81e15843c5bf51 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,15 +784,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.6, + "grade": "dCR-A+", + "score": 10.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.34, + "grade": "dCR-A+", + "score": 11.64, "assumptions": { "scenarioStress": "moderate" } @@ -869,7 +869,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,88 +1416,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fecd17e5dd0b", - "target": "327260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 9645e2247fbaa5509e0adb08f7a04244378a6e2e..ea971463436840fde0c25691bb1ee4fe27facbd5 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1348,7 +1348,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1366,8 +1366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index ca06c1c3fefbe7ebeeb948881dc80da9706ccf12..2da1351d0e893c32286e0e12dd44bb6184f734cb 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index a24544c304e006e88d60e35b3688faaef14ed872..665d6556cc3da4cbbd3360b5c63efd5d0053e264 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,12 +859,12 @@ "totalNotch": 2, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 28조" + "시가총액 27조" ] }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,19 +1223,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 46280d2fafbea37cddc681af6405064e3677ee69..3c9902add50642e09fd80e7ee9aa7f25b4c249a7 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 18a3338688594da564955eb7dfd6aa10c05a915b..a3c0ad6e6c943b70e028f3ab649c476ab7615f24 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,37 +540,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -597,7 +597,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -613,7 +613,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index 7cb4baffe72e43be7c7af42ecd77f0be641c398a..ef7cefeec259b23b0b7f8f8f0c3b7aa6f2014f4d 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index a34dd47acf3646edc53e53d347d322f17f49b562..af0a1f10f153170f9d4fb6ebc1f23fa1886028c1 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1022,7 +1022,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,19 +1180,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index cb8b8edf12bee262b5d8d9fc88fa42c4fb1b5567..b48e055473d7dba0acf568c8395f2829028695ff 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -950,10 +950,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -963,7 +963,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index a51987a222ed5af157fefc17dac37d3cf7db1e54..6553cc6c31be151a5fd50ca6c5fd375cba3bb243 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index 31eceb58c4852ec14e560d2d597bc6658991bc73..41f76b491639d80a7db898bb472c35696b5fe655 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index 28c94e8b942bbcccb285c23fa0307e941fac881b..151296185ac5edf044f606b23d3f5b0d61ec4e5c 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 27ad95483ea2b6a96546dfa4cbab7887c46a1dfe..e18a30c7d37489aabf3a0ecafb03296ac37032be 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,28 +1205,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1539,7 +1539,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1561,7 +1561,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1579,15 +1579,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 1d96bd3d5b3be22d26fa0451da0a5c784a8bc251..963497f56eb03cc1951a65698961ac9e38ed1494 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index e9a9cc5d5a9fb105ec025006208479ff4cc6ad15..8d19a5534c6912751c769733aafc22930bf1f7f4 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.72, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.72, + "score": 22.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.42, + "score": 23.17, "assumptions": { "scenarioStress": "moderate" } @@ -859,7 +859,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1002,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1035,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1201,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index e5068148d039ba362d95fa4116e10083c3814f80..243f2c06be766b5c53ca9a998f73306d4e496657 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index d7da4d8c27abbf47d829ad7a9a9b6dceece13e98..e405c682a1bd76178dd398a834aa36fb1acba2bb 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,19 +1200,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1479,12 +1479,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:88f6bb3a2417", + "target": "333430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index fc2c7d74dba59197701cb57ffa0926687461c0fe..066e2c36ea19b17211a11da0cde6a1be8653a891 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.39, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.40, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.39, + "score": 21.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.93, + "grade": "dCR-BBB", + "score": 22.03, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -859,6 +864,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -873,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1199,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 230cb51d57a2201239a1c5ac6a4f8244aa294534..dfdd1a4554b2825c8914e747f382b2a90544b9ec 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 030121ffcce580abde75dd70806bc279e69c124e..cd07c478af3548ee7be5ff313bb440fd0820d8c0 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -936,15 +936,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,88 +1338,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a71ef7d6370", - "target": "335810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.69 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 60dd0f79810e492ff9979dbbc807ed63663309ba..52e3f2d4c91c123f22a207cd7b926b595e6bc13f 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +898,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 8518866071923009246151970017e17c55d56d0d..d751182dc9884f6b0b8d0bff019eabd0b5c593e8 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -994,10 +994,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,37 +1201,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index 54ee2e0d4f9242435a044ba9c4418fd774179ffb..3ea4d3624858e123958b4258c3b4a89e4b49c0d2 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index d52cd758edb6c137c538b12968b13da5c8022ab8..b51e726bab94a97deeff05655e2a47f2bbf2cbfc 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,37 +1229,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 62b17d7fe963c584a875f50636ca08cf2546b69f..4877184c0ee6d628f63c65a48ec00d6ece668cfe 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.66, + "score": 53.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.43, + "score": 53.82, "assumptions": { "scenarioStress": "moderate" } @@ -875,6 +875,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1016,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,7 +1050,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1215,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 9a11d468d3dcc8e7c34e15c9e617dc4fc66e8651..5d062e18837ad3642dcb77bc2e76583c05120aee 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8692bca28f43", - "target": "336570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.408 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 744e23c173eaec4ad393240e387883e71289dbf2..2dc54e6891d896e9b2afd8b6d286b68b3cbbea60 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index b287557ca57d7118b457c9bed4a9f7300a9cd369..e143640871a58797d62a6c922798bb763b4f1026 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 309fe34318e26d51639b9dfa534abfe62439f24e..9f8fd5eecbbcc04fd9c1a89e2b5484d325216296 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 170.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 175.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1369,7 +1369,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1387,8 +1387,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index e1ad5991b2b6469235b9703b48b17104938675ac..e036b2fd68c9861529c4b412ef763af8eceece79 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index 6e25fa2ffd6a341a13e3aee11b5ffeacd60acd5f..9e52e8718567d429726cd0e562f5a2a116cc7369 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,15 +999,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,19 +1216,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1499,88 +1499,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c107e5dc13be", - "target": "339770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.225 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 991c63005ac239f029415335c1b8544efbbd0570..5cd75caf87e8dc2d8cda19550d7bf2a3c05c8f1b 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 57d45b63062b133a88f0eea92860dd725d79d82c..39d658a958daa0ac3745c71a7ba30dcba73ce385 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,7 +783,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -798,14 +798,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1084,10 +1084,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 558e108f9c05984bfbcb7ded365e07e249391854..e7f275bd0a14f6c3d43e2a57a8bf69bb4738576f 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 7a2f0dcfa7fc6c8ab7971bf9546b056f18d404da..40fe128b6fa503411340a02e432751fecf35179f 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index 6c0eab275a3ff390c35eebc571baa56e0c6e265b..17fc38523a0acf39abfbbed2d8a704ad24402eba 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 391c6dae7ddf672376bfbf5b9ded89a5814a0a96..d9a44583efcb21f04bc07e4ae0dbef21fde8f408 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 181.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 30959f920cac5c6c371565ab25b8e4511982070b..c075afc27d6878eeb758fe2d4cdc661800fcc438 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 5e2f6177d8ea599ded42a6cd5b80739634516e7a..c3e13c6bc799725bffafe94a5bb02ead7f397c00 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-13", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-13", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index 6e2c661bcb9e45b8d1b86aaf4dc43e0371b7361e..aea682589df4650fecbb6c5e31b0833b8b92b155 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index cf3506d3920fe76d7af963dc18c6bcb06a05b6e4..f11654867d76d1651da6427dd8da92dcd831dc3f 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -370,8 +370,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -401,9 +401,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -414,7 +414,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -528,37 +528,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index d48dfb8d11225762758d8b87cc88ca9daa204859..13d2ff64e9918b898ac0bbba3b385e285bc8a33a 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index bac68456ba7f4f4cecec5c03e183bfd4ec3507ef..d04f8c4f65b62ad9448a19fe9de74a63be522cd0 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,10 +759,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -886,37 +886,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index bb82405e27c97cd7efb7d7e1baf580afc9f14a2d..a43a98e56a38847de927bcf9bd51769d054e7173 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,8 +1448,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index d8bb5841d8e495a432e3feac003f4364ba993220..d4ae4a2677fe36d95c31478a52d865669f8f1cec 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1365,7 +1365,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1383,15 +1383,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index ddacf680d0bce58a95dcb8ca8fdf60458f03e62b..425f9843fd7cccb2d336cded520da426dcf88450 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index d5eb64f41dc74dbba491ed8f1d906b82f6f7c3c0..8e5c8679688340587626fc0f29f9363137b38bb3 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-29", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-29", "period": "2025", "status": "derived", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-29", "period": "2025", "status": "observed", @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index c4fb02db1d1debea173136ce74ab707103dc671c..e66cde6caeed723328aaab45bc6e184774a3a6f9 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index e6fbde6719ec861c55206937e8a427021040fd27..270215adfab1886fd9962b8bd84b0db78373ac0a 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 74301ed87e8e3bc570688d446d7e5e63dad7b209..61ebfaa3d7afd39aae5798f95d4eb44a4a91206f 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index 33e3f46fd12fcccd10b80103f76672e3283e8de4..399ff5fd73404790d1732c690aa177f930d81865 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.67, + "grade": "dCR-AA", + "score": 7.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.68, + "grade": "dCR-AA", + "score": 7.68, "assumptions": { "scenarioStress": "moderate" } @@ -856,7 +856,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 9fab758d2b2d6515253a7126eb3abec3d1409842..b48c40cdd5ba7eb555c9a8180d3cf4600e897002 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 493e4eb1ae71e79a03befb2fa664d020ed4d7070..e5edd2b8bfe20b6b3f51ff089960a99da72e40dc 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index 3b7173a7b4c3ae9943ae0a7e51507ddbe594c9db..bc9b8e6742f22b7faf57385d08168949c8821ae7 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 16.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,19 +1220,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index c1e4d88c57d4b57841b03506004d88545f1c900e..a19587d385036483b845c63ca6612f63f9c02bda 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index 0f63ddfc3fdf14d34476438b9f3e82c38e4441a9..4dfed6d181c524ffbe81dcb4ac12023f2be5a221 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index 76cf8b2ed9d50306e98a6b197328c22a5d626acc..3ba7f5c074a9a0d17417094b399192fd7afac8e3 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,19 +1207,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 3d141af779bede2deea7bd7566130d2c9507a2a6..85ad4b5f8c17e559578defe42df14fe3cf45f7d6 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index bc67d95f87752e97e1e686a0ee4b6ce3c57031d9..4f64fdb48d41c38370ccf74821f7af67f0cecd47 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,37 +570,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -627,7 +627,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -643,7 +643,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 887c7f4b72c7143d914c4ba37171c7ac45f1ca98..54e333364bc8de47a8a47943c23c06ee7d43d6ee 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -410,8 +410,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 3fb23f636788c34d6836acb6c517a47c112e23f0..96383d6a360aa66e874d89e65e07f1f89adf5202 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,88 +1322,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:53ddc253b02a", - "target": "351320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.622 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 81f662f161ec103259313580437a85b9abed370a..02e3a19e4c9aacc52885dff444640f4742d63b1b 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index cd88bd13605a2ae7dd48fac6a98cb31403bf2ef6..529e5acd68281a7251cdff11c7b4560108244df9 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 26.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1154,7 +1154,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1172,8 +1172,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index cb7fab1b31ed586169e2f0fc8c07b3c175032a97..692b5632018cbce363ee53017723efba75a6ecef 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 7.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.89, + "score": 7.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.31, + "grade": "dCR-AA-", + "score": 8.31, "assumptions": { "scenarioStress": "moderate" } @@ -769,6 +769,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -824,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -951,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1118,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1131,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1150,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 005221bbe7500650af378b2d29518b3fae7e7ff3..932cdb30fb09bcc5614e6d1159cb70a1d58c58b1 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 9b7bdd2aa1fae6b88620564cda341149f558b17c..5b758a74730a1cd0506d26fcfc6ed99bf9c16806 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index 06440ca82fa56c7e72fc7d0c5eccb296b32eae55..310415a9db4bc987a7e82efa35add3d42cb909a0 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 97682829c43964cdc33d0720797c4e8fd3b761d3..fb0242f19f918456ad0f856ef5b5d75ec39ce289 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index 7ce832624de15246aae56a0b7eac43abf0370cd7..d5c088ea1e617da15ba0a76f720f8d128940a438 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 84455c270cc5e0c93ea69c03a8ce4c80dca9137c..125950bc27bbb4ae81d0b5704e2e996b75865cf0 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,28 +1179,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index a4f950d752fd8f3cf4f5475f15f4327763ffa27c..388b67bbde81905c62279bdfa792ce806c9d1eae 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,19 +1206,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 243a81ad93939dca83c2e0a8b9c4efea65c77ef6..779d0017fbfa47dedad8eeeede7be715be5d585e 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.52, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.86, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,15 +775,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.52, + "grade": "dCR-A+", + "score": 11.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.97, + "grade": "dCR-A+", + "score": 12.37, "assumptions": { "scenarioStress": "moderate" } @@ -854,8 +854,14 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "캡티브금융 별도 D/EBITDA 0.0x (양호)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -873,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1033,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1199,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 20ef6ab0d025f4c9c865c950e38b50f1e8508c2b..d16bf3c5fca63d532cec76aa9f0f9a915b7ff5d4 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,10 +1143,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 58e0d36918195386f9815c03cfa56ab9e1ced0f2..548f0076e173c80229cc30c24e837833e27a4d8e 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,28 +1215,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index ca92e5282b500ca12f697b750dd94fcf0948dcee..6aeacae9c6b5a3937ed258e72e686f43f5d15bac 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 268.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index d40d1a76ea8db474ae15af498a3b54fb4b8982d9..92e2198e5a17f88accb448dc8bd1ace93cd0cd81 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index 7cfffe1b8898368126c372f12b24d166e889c1b8..2989e12ff5e00f5970c90f653f9edbfa829cae48 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -631,8 +631,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,10 +662,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,19 +789,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index e5304b749eb4fee369a35d1339847891a8103336..6c49c1a8262563a6e7a530ea6dde866d06112f37 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 195.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index 8d0801361c34af1c8b4a5c9207e1297ad37c41bc..222de132bcb5f95596384a47983f276f4ace4f49 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index 56d992d2f7d65ca27171f73f25180172bb62a192..07ce4f5475c1513e835027e29bc2acc2519b7e05 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -693,10 +693,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -706,7 +706,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 3a7c4a6188331eaeb36bc1d8a3572630c824e8e9..fed31c3630a8c9aff5c72ec609bb53306c4ae017 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,19 +1131,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1433,7 +1433,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1455,7 +1455,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1473,15 +1473,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index 43a34f9f87a861a85eba425dbaedccbc27037dcd..7be11277ab9bb8c783a7901b38cd6b4cfc237378 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index 46542f813ce6c7533a70e891c9c79f6ed21356e9..0889ae0da4e220ed3647de7e885487ed2b5fb3fd 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 35d15a2e496b8875df936b448561b2d5aaf15a48..f49cddaf1dc34e6012ded9bedf7eb14e81b39e5b 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -536,37 +536,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index 03ac436c361adf438df571a12e9707f9a0620286..81d97fef632750816f9998c15fbae8552268377e 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,28 +1217,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 7b3f2b81cbbeed9c7ceefbe3fcd2a28e1bf29066..c553d5719312f909c82cd523e271c2b86ae625e9 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,28 +1167,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index 939839bdc6f79cd0ae25ef19b15a0aa8e83c4eb9..eb270adf636c36e581fc8fe6d71a73a5bd540209 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index 6559b15a102bf3c459c9fabf35b5ff2868eb7945..3e70038c9900d5fcd00631f04785ff9f3910e786 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -935,7 +935,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,15 +1294,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index 6a69f119f6c785e0073104ae40899bc80d6db332..45f3a5ede72cd5f23a7cbf1002d9bf2b0f0f1446 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -649,7 +649,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index 4d737d0a59574b3fbc6352d9747de5ae4576d9e0..3bf758b548602b0a6b015111c163275610b2b685 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -990,15 +990,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b5055c5cda6c", - "target": "359090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 001c7d80f31aeb783958af3fd99766df4b54e2f0..041b81645a328fedcbce41612222cc3c86e53783 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index 9863e83064863771b45be8740606159d596adf01..148efa75baf11d079a88dbda979ac8d1937177d1 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 11d6cbcc26cf4ab6d07babe7c8172d2cfc7e691f..354c5f13f13b8373675e325fb6e1f3a36696ce7e 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index 7a89aa58b6520b382ff0a52ae5ec48f9fb6b0657..300fd5fae0b8a8779c560097ee113b88ec54df38 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 65e53b61d0939a5598481d2b31e4555bc8437293..bf9db581daf1959d4b0b15f34877c4ae09c53e9c 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8759.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9233.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,37 +1132,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 0dd8c947ef361c69c4431c36c79d051561e6646c..09fa34e4207f9bb3caecf9af408c7417f924e806 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index 5a9c6dd5e698217f077d8e998fcb617f2f0986a4..9c6ca454489c1b1e02e555b07e2ce3166c9aadf7 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 12.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index 28cb9673ac15a71403f01c918229ac2448f808c0..8952abc721b3b9c9b0a79a45dde1e1e7ad5449fc 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index e457f619a0830e18aff936219e323591252b4412..8eb1f27a0dd3b7d8b5fd79ec8581e9e62020a811 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 1ce53ace9e1cdfbd227ea6e68fc3c0b7074a34b7..e954351b6aa21bbd0821fda72db3a67d6e84aa86 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -997,10 +997,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 0d00e756a0489c80c0a1e98c71990d61e57cb2e5..e82e2c4e9e324644ac251b68c2832eac7ebadfe8 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 124c4572fcffe910a70081f9e1034ff15112c214..484673768ebd853a91c4167e3909bf4ef2cb538b 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index d086164308d641133173afb13e7e70ed933f7e41..fd79ba96ec0d6f0f7816eb61d50b0b8802333937 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index eb01672aa2a6b3b058deda687ba9a95a5fa8db67..c0730790a16d3dea5d7e1d6d0134f1b10b52fc10 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index fc3ed2c39d33c1b1a7c4ab1b25d1b48197c14174..78f642a4e679e66e287784c3742c4006f4a9145a 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,28 +1123,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 6a422f928555caebba798fb55194adfab42a369e..f26adb66d9ec15c116e5163e331f605435205281 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -928,19 +928,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 5de9d9e40f152e20d19edd4c6a74100d0757008e..d4427c8dc697a7bbcddfa405cb018d184dd76ab3 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index 201fa8bd258035c2b56642a303e058bd2f76d095..df6d9ab43aa9cfd6bee5e8a7ec06f1a70141a175 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index a0c7d99238e7759e7799326e082c234ba7d2a5a3..d27a6eba2ff318827eaf49c9f9a568da702fbf52 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index c72ec35d6c5c8a2207e008edb2e846dd69fa47b3..3b961c36b1aea939428189848ec1cc68916fd80b 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 93e2f90d37dd07c1f0120d4db084d6b533b02639..c5a6b4b97896511c6a9463d19e192441acc1a8e3 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 119.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 125.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index bd8bcdf8d03a53a1005e84dea39cd18e39dc05ef..5424f19919ff782197eee44fa92e6ec58ab32f89 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,88 +1383,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:98df7acc14b8", - "target": "368770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 21833c8356f0df8302e8858b1c3176aa10af752f..8e3619f1c123945aac829ff9efad92869a4393ed 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,19 +1124,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 693038ad11758ff605d3f0ff065a46cd213ee762..488067107f2f7a5335e694f28cecb4273ba47501 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 28.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 25.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,37 +1133,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 3dc75074f6b9457d7a5aaee3b6649a7e0a9899ec..14da2739d43f191270e7269ae8d7d9e0dd4c77ca 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,10 +961,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 8f5dea8a6f12f97c7b1241ea032043f9afd4ebe1..3c66b5e72ca3750f7bc2c73d3d484807a300adc3 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 323.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 333.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index b7dda7e52470ddb2224f5b1e38193abf324e4940..ab0b3a170932455b5e3d8a58e162b3323eeaef50 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 7765e774c424ef75dee9f1d1fff3879ee7412e03..e5c472932740bbf73113e78d178e75c4dff44e0f 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index f86c0c8b25453b5df43e816ef625fff563d495c1..80d02e1ba2e46de5775211f6081236165ce1e5f8 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index 43d00c094092f5b0758a918b513bad68e63c872c..f2c7d6b1314b86eeaceae33d31913e4d04bed02f 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 222dc9f29260f0de5726403cb7628bd7068bdb27..5cb7229e101f8affa219dbbec00ddb7209938840 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 8507a3819b17e72002ae3a3a0a56f1c89dbf6a02..145f9c74c6f99b59320174508047389349866ca7 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index cc7c14d5535a26e0fcee01916bf601a6adf3abd0..7c12d786bfbc2e809cbc0d184102e632d9d08d69 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -875,10 +875,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index a498c712fb4fc1cfcc0a136ff50bfaac3a979c6a..6c6003bc496e6237d97cd982da8211f4f0a12bea 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,37 +1124,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index dac070983b8b47efaaabade477316e4b2ef00a9c..30cbc18bd4af6765101ba96c307805ed9939247b 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 73조 (시장 지위)" + "시가총액 67조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,28 +1224,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 738136a1231e2e52af97eb5fb75d0d328c36badb..31e8eb816d3f89769e340477afdaf9309f7c74e2 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 930202c21b993d9e46d3bfbfa605790f0077949b..5de5820e2dd6dd279aa6195c8bc9c24ef66c10c1 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index f15bc76000daff3a4e00d7e7623d27e5b5ac40d2..6d48efeefa159828d87fd499166ad63108b8dbd8 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index d2fc69af72b6889cf65c70a564079183df9fc719..a3ac02b90ff94698046de84ae060ba259cb80975 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 7e02899b5d56b5c7ea93421ba4dbf2d7114366a5..fb26017fc28038279001dd18f72e33cb3da07d63 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:188fa647c859", - "target": "376300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 95c10bad1a47518da9bea585123f8949697f044f..d002c4334b77a5c67da374635ae16b09cdc0ff85 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 854.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 845.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,15 +1351,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 43a263c9566bafcc95cdc8b3ddb75db63bda3070..5619c3431852d1ed5eaea398ea540df3b59efdd9 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 643.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 697.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index ee7b6d05e7b7248c8e81eb646b2c6b38fa1afddc..e0a2222eff22fc8cb024a212541c3625237378b9 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index bd87f732a102bbdde113675af4c81f970c917eff..4972c97ef450fb1b0cdd6e511d0bdb6fa6bf1768 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 864.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 827.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 32869c07fa012abfbedc20438da6353c99038a7d..07f09158d6697586e15d14d2dfa876ac6921e428 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -536,37 +536,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index a1b470e157f929551b0a0dbcafdc95c648526a48..60c1256543deb26406f03d9b43598cd239d52a1e 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 125.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 6a687e52ba60217c6f8fdfe944fd29ed5334c1c3..85004ae25ff2acc636c471310b09a643d2c95f03 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index b2a5f7299418b14629c06f3420648c86ecd14161..260cbcbdbb513c8a0031ab346ddf2c3b5afe106f 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 18.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index 90e614f728be4a383057fb4015b02f63cf803762..d6c9c619a49e472ab8707a71e7ca3f82661ab23f 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 7d558e26c885510d01b5e977089ed7661f7abda9..c32295bba0f7a0ad9df3dc6a75fab8241a3e8fe6 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1083,19 +1083,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index b2e9691e73fbead19a0e262bc8e874e0b6985d50..b10b9a4a36eeb49f994e9173e1d83e5fa303a79a 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index 1effecc65af0963f73c62cb1adb0fbf261c36047..0b10c8bea233c15ab663075a0b2fed53e307e249 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index e37002de5405ce6d3c9fd11ceb54dba253ae5f33..fcb5792486ba06881cca8a09904ac03181e55b24 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index 112ef045d2a41bb0984cf20a616f57819202558a..7b99ffb84f9b955daccfbfc051f9ff21a96ed47b 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -780,7 +780,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -835,8 +835,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -846,7 +846,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index e33235027846cc3589dbfd0b74b2a31206090daf..c077b879a5f2e0bb415b06a8420666777e79a58a 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index 94ed947796ecfcb01c5168b5feda39876b3525bb..c19135461ca452c0ef69f1f82f83b1f9e990a03f 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 232f85ef5ab9c89337e637af1eaef940647b8696..313c70d31946e0796eb9de2afc7570fd3ce867c0 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,28 +687,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 88f2615a005cb7b753764274090af6701f1c414f..fc481ce33746989e528bd421e32770f9897ac5b6 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index dd2f35a8e55b61649c0a19cb40bc91f58316c3f2..873b07d6ff78e5883691d85b4f0d85c34e99dfa8 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,10 +1164,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index d64262c289906646ffd955e059018e21e16e97a1..5ba5eba0dab0cb208296d7c82aec9e735ec4a158 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index 88b3b725c8b063d74d14bd6dc5fb4b09bf6ffb8f..498da6d1038d1b6467b9b91b97ba53a1da173d21 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -993,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1026,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1151,7 +1151,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1160,7 +1160,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 40f04ba49cb09ae63291e6d2560e02d94084cec9..9b243b1cc2d1f0d79c5d859a364b11bf41a9b586 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 57522e2ff83321ecfb9196454af4e4a79c580e3f..1f109e73deec997791d230f71c00c081cc2380dd 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 202.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 210.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index eeaebd1101af675c31667686bfc886d3816fc711..ebd2d406aaaa3c2d7888d6916efaca60f2fbfb0e 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 5e94d13235a2352cc0c8b6d378e7b40a2dabe8ad..a1001fbe0f6ee746563d6d35e030dd931c5c5f48 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 81e00cd481f75e3ff029d645050696e0f86c2650..45d3968efb7b36070563c9ea1b374b46ab451a3a 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,28 +1208,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index 54e2d9ace6b71cfa03322951c3816e22f8255b39..7b34a24818cd91ee799782d93df17e4f8e20af6d 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,10 +921,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index bca18daeafa7021aac406b204afb7083f3c8dd7a..9e62fe5158c7efb775dcc0ad8b4e79865e93265a 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index d9fcbd445fceb91d2a3e0d90aec651e0b8e23dac..c5b1c01842c954b00b3d9535e17bd068584521dd 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/386380.json b/landing/lenses/386380.json index 86d4537b697369203cda2fc922afd47c8a653f40..3a220f2555565c184621b20bd9970671db25af51 100644 --- a/landing/lenses/386380.json +++ b/landing/lenses/386380.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 0dde69b809e647576a26b7980c0c9fc2b99a3679..c1bb2c01b8f30897c3c49727773b06484baa11a0 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index fedd77481ed78309e722597c491044112e0b48d3..953d64fcec098c0ba4ea2b6187f6c607c4b990a0 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index fb1ab9157cec3de9b43040d5e71dfcee977bbd3c..df395f60ab5e58730444213003c7edda6a2b18ee 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 3b40955dbe4c5b5ae251bb1e6a51eac0ef271f0b..d9d2a348513d1f3be82c3a24165430fcec911384 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 6136066baa4bf26acafacbac1c4955ecc792d97f..4019c685c0bd8546fc500d97e44dd3e4a8bf3835 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 4630074b5f42623a8d34ac8ac0e9073d58bb73fc..ef3b38ada89a139a9097ceb1c8476f7c8411c784 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 3f4dd9d89e2307c38c97c4a5d0f34706ca30e595..349611ade4ddcc2cc198dae8516f53b4c9897ee4 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -736,7 +736,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index df78856b9021bc3db8d1b4cc55b455488796912f..ee52bc3406388223839040341d687a534d1cf626 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 89d6c5e331deefb3ff3d582140f9298500a11bb7..6f93c82d4283525748eb56d82313199a7f1b64f8 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -650,8 +650,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,10 +681,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -694,7 +694,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -808,19 +808,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -847,7 +847,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index bfa3e1b7f2b90522ae71c2be69aeabc4f0b83861..d87ebd41cce76fb3e8de05c27265d7d2e6bb006b 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index 7b0b5b345c3db469bbf2cb0ec2755579b48b82ff..52de77b8309b68b0450b16559f2afffdb3e6d841 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index de742a1ecd4a303528e1e01f8d461891ee13fae4..70dc677eff20b072139f097aca40854199dfe0dd 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 32.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 32.34, + "grade": "dCR-BBB+", + "score": 29.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.79, + "grade": "dCR-BBB+", + "score": 29.62, "assumptions": { "scenarioStress": "moderate" } @@ -818,7 +818,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 71518728f4b6812290b6962b0a8bae1f53144548..a18ac9a4c1314a7d18d38c26510a1bfe8d1c436d 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -970,7 +970,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1066,10 +1066,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1097,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index eee5c689dd3b58384c986c622884c2f8dd56d34c..ac23c57f7669241fa10555b968f2a0f25e588e87 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -657,7 +657,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 66da60a756012b3201828cd7a3dfa122a7dfa2a4..5546f291e650e54ed75fd8993b5916d507a14397 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index f222f96b2814df9e1a5b2e3a6d34a37adfd735cb..a5932a9c8cdd533e1978d07ac7dc805220dfe6ee 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index dc7f040348d82f0c7b680e98181a704e01c7ff66..51a42695a10da19bfc44596259f6c7ae49bdc630 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,10 +763,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 080f25d3c3afe79136a28a6bc9f4dac8aae44e50..181ccaf158a43d48c61e3b8cfa353e4661f2402a 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index b0d710b62646b967bef7fde6dcfce58afc98c31d..7a614e176dabb628b788fd67cd783452c0ee3115 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,14 +693,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.57, + "score": 52.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.07, + "score": 52.54, "assumptions": { "scenarioStress": "moderate" } @@ -763,6 +763,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -904,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -950,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1103,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,19 +1122,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1160,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1168,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index 23562df32fbd999c9da75275e670190bdf1ed507..6b4152ec99bbbf8fdae3de7cc38f696f81cc2d8a 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,28 +767,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -823,7 +823,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index f69177059c4a0de3fe122a194726d47dfa16713b..59ea53258b48b5d1b1e25e288004c8471a1d7ff2 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index ddf49bf59f7373c58075278492aba68a41f80041..cbadb1a2f0fb56a00fffba4c37448c83accbd14d 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 6ad53a586d247223aa05d2ffc0f121d8c76bdf12..3589f2f2f03c7b2ee5c25e31c84d36f43c7bbe17 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 9b24492ea41d50c821863d55d9686b3051c3994d..9d9daba50805287f8d18c86774ef39f10287c1ef 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -376,8 +376,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -407,10 +407,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -534,37 +534,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index 4c770fcc11b52ec1b91b78588e2b3d298be04912..e148de22eae65f30b3c9a70eb1158be7c15ec552 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,28 +805,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index 9eaefa71eb36157d2c87ea0c8818f9a508357c7e..e26d69c63bf1cfed371e591f7adf58f5a3eea1e6 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index a9b05b45bd3bb4f61273808c4c3e0b6a4ba0dd9c..e6a818549a7591066d67ed579628633e00c8b237 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1345,7 +1345,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1363,8 +1363,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 519467276335ca63a0a3706d919898935fd7ebb6..ee64b45987e0d4d9d451dd03966108768a05a811 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2022", @@ -48,10 +48,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026Q4", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -243,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -365,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -397,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -437,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -542,37 +542,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index 389fa2a4a9969210d46de83cd4f917281eb6f1e4..2e9a37cd59ce9076d9044c2d8ae9dcee4eb5446a 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 645d67256a0e98f5373a67cbd1dcea10fa850493..a62c2532ff3613237f4251c886048ae38a50e06d 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 4c035605cea9ed454c6ec545e4059fce77cb5660..26e6149415d59f7f50a3f92bec3fe99522508bf9 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 5f031e03ec4221e7727f71fbd1c9d2c374555bac..fa05122684cf332262448a2e262e542ff0593869 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 9d099604c3e20d5c328c3fe2df9beb922cc03d5e..31ba2735c46a304a3a14e9142b86f562a5a077c0 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -398,37 +398,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -455,7 +455,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -471,7 +471,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 74c985ce5c2fe1be81497cf206ef75b912e7cd27..43ad498fdd000283308b2981b241d967ab3f8c60 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index 395019eb20a9531706be132ef18b76192594cf94..b021e38e236d08c6b521569cfc52916cc9d0f46a 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1390,7 +1390,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1408,15 +1408,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 1560b96f692438808d7b31594b003055e8605f60..55dffeefea598f829da7d44389ca7b7e9d05db38 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,88 +1360,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2918b8ce101b", - "target": "402490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index 051c775f0b5cf9576dc4518a0c920f0f7257a2a6..62d65b5127f2a13ba4a9fcf691462949bb1667a0 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index 1199713b7e3a8306844c4d88ba6c61678c2f0938..17b16d058f5986eaaaf6a27e0fbebc2ae78b9f55 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,19 +1119,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1409,88 +1409,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3bae7b5267b4", - "target": "403490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index a6deccfca8564aa0abefbcce2330c3614e5f3966..ab2202e9b9ec1ddd3a45e6e7585c05ac763dcf58 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index faa3746e1b05a570be8a29ef4240efeb93182d6c..f785e866d3a0addd1cb0af8a93db8202d782426e 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index e880bc6f2e82256d39ee74aadafd0b77f854cf2c..bfe3a3d61784ea7b670f0e941bf78ff7b845b565 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,19 +891,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 34652aad8cd974faca7fc6ccbd5ce25cef23a73c..ed93feeeb691d787e30772062ebdb4f30e98c901 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -396,37 +396,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -453,7 +453,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -469,7 +469,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 34d3896f98f0c58a9dd9433a7d5c3edabaf6dfd1..155577e093100145da6638993fbf8575ffb81b34 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 342.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 349.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,15 +1357,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 1a031a3114f8066952210f0846fac09c5e60fb36..1f258ae2889ccdf3963710d901786be0c1c6fda3 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 94625e6d656de455dda4215fbc0a39e2c048c89a..6a2d0ebbf4792eedbb6621170ffbd83b73e39d50 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 95fc0e1281e5c38de809f82c1718d8226efa31df..7838884243f046075f2ae8ce0dbf28ee3528b5f7 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,10 +978,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 722ce4069b7234715cf926bcc4af2d24908e194d..a9ad7a759a9991863be0d170efff27c640b29f05 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,14 +696,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.02, + "score": 35.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.04, + "score": 36.29, "assumptions": { "scenarioStress": "moderate" } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index c0d4ac0907e53d4de2825413e47e6efd49b008bf..b1eb7b5ebb1a6dc0a65ced7a63bc9945de082cd3 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index c1d904b2085d9eb757118ab9ccd0003c9fa98b1b..14f39abec6fdfce43da76f8a2bb736065bbf009d 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 7c6520183a1cb3517d75ff9488d2ef73c895ceac..2cc5eadfbb45df3ef37dd632a53b0961a08c6241 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index a1c662f9c8be2d10afb6c950a3ae442280808284..42cd9a260c146f47cc7697952abfcc0e98e6dddc 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -431,18 +431,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 23.34, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,15 +625,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.34, + "grade": "dCR-BBB+", + "score": 23.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 21.35, + "grade": "dCR-BBB+", + "score": 23.35, "assumptions": { "scenarioStress": "moderate" } @@ -692,7 +692,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 5bcc4b74237b426f9f18b9ccfc215b83a67393e6..9579ed6cc5ddc244a82b3c57cb530fca549ba68d 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.35, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.57, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.35, + "grade": "dCR-BB-", + "score": 44.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.22, + "grade": "dCR-BB-", + "score": 45.38, "assumptions": { "scenarioStress": "moderate" } @@ -759,11 +759,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -905,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1072,7 +1073,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1085,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index f99c13a3460b1b58153e00bed7b20a59975b44bb..cc56bc16c5fe6e1862cc0d4ba061067be0799c58 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 2b03d82a1909e779865be6957726e8a7ba6623d3..afbadf386317193497bedaad590e7306f5a5a972 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index a7b445d2e381de63247d4c8c7e22f2b62ab1a9ec..86a4560eb5b46f2421c6bf5975c1ab8c72a0632b 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 921efc0695325671cbe1c33eb4f56432e70e01f0..e035ddd269c611cd5184bbf32b04d8b288c1021c 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 3f44dcfc0331ca0e387f28ffb7c13fad10fe3a85..bde2c469d84f69d58bafdb71918961fae655334a 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 563b839fc6097c4dabbd01eda14bcf0ae4707884..d52f6e48c3b686f37d9523e1402e83a094250de9 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 0d19f5b0574d5d8b0ef22db3de24c95cb3b8f3bf..79868b06d5d8cb39514f0b9b3667e35ccf1a5f8b 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 3bd55e4ddb4c75bf789661e5031bbc4465fe2f3f..834f70fe9187763459966a4ba82e06ef8411185d 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.99, + "score": 52.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.66, + "score": 53.09, "assumptions": { "scenarioStress": "moderate" } @@ -765,6 +765,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 104.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -780,14 +781,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -907,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -953,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +974,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +996,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1032,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1106,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,28 +1125,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1180,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1188,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index 55b090d6e3cf651451738d833bba5bda46324f79..83b2ce6175bb15c85c22fdc6fcff9bd97e831774 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 40b8e7849cded70bff5eda81fdf03cfaf2a0950e..dd1d3179975e59a2448ff8a1eaf075df3ba6a156 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 3886d26f5af6f9b415a50d9d2fd9fb610cc503b8..2baa1ef39dc4f856cf8cf539d8e7db269ca36a86 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 08cade2eb714fe4bc42272f35a4bbe3b49ceac5a..f43d8d6b25feab2f2b3e82225c73508b12739561 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,19 +1186,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index ccdc80b47ad96c368ba4cf6746ebe28ff707a93e..7b341e31302f95b9ecba5e2168618f885ae4dc6d 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index 29dff1849d3a9b1fdf7cb048f4fa0362e95ec472..180459d641f9e373c7e3504b52193b15f481783b 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 7f631e45e0daaccac920ebf6bcfe07ec3cf62713..aae0bdf67bcf32a0354b20379340efea6e350d08 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 05853e2ac2768d00af9e105758833fabb6886360..c86b034b08758e776dc577d8ea33c37ee9a45a9d 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 1953064f2d8cb5551bf3d5c030a0bc1c5a94f9a9..87a4b5bb5bae7e4979d8ad2d8b3e69abd67166a2 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index 8abd00b7bcd251e486ee68704e8dd7edac15a4f9..eafda6cb59ab701c26f091ddbc4bddb5311cb644 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 131.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index 9ec031c51cd278389bbb64f59da4c2e4d33c4f69..0c682d802baa1bf3e525863b9d7a893ee63acd4e 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,37 +871,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index ed338d1ca76e97e0005472f1c9248f9ca8cc9aa8..292be3de5a76095d3e7ac3b8ce93379ed81b6b52 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 8b00a689b8ce141c0723bde8dca51e2197f03593..643fe78eaba42aa2d5667737aa1ab7a45babd14a 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 713.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 775.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-08", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-08", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-08", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index afbe09642b9fdb6f03b5fa515570116bee1f696f..39f1ccbb973a3e4bf9e56a0dce200d2453152ae1 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 34d04b02fa426dae4f0a10ed601e18a003f48b21..0e71fde44f7983a0250d830ff8420d5f8811383e 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -890,8 +890,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 94367a688e104f0e937ef4416034de86694c0af1..8bea15707032de5d8c2f0437a4426325a336b6e3 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index da0b026288b3472936193f7c0fa0d65376be8b6a..54995030453b76d1fd072e24a8e19b0d3bd33f38 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 40ab3b3f8b16d75be3b08392a20fbe94cc76fa6e..0fff7e0451155c4f666752549e9368331fbe2f05 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -586,7 +586,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index a112f1c8c41e787ac1803b5b438ccb02e14345ff..0de4f8e3e9330bcff4eea041bd15f4a075ccd106 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420610.json b/landing/lenses/420610.json index bb50aab7058ff4bbb793c96bcc1433e579dd21be..d052f24fe9cb1630f3ae6db8d5458cdb58941555 100644 --- a/landing/lenses/420610.json +++ b/landing/lenses/420610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 6d5b244c0368c00d4d98b68df2037bce7d331986..3dd9f0ac7abf6be71e7120c6865183257f553650 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index ba0289bbfb8a368f6f9695e8acc8d1bcb21a3262..19f0e0f152a4bc325cfc7c7636bac2752d5255c4 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 2ccf2788c8eac70214bd4105f915b31006ddd8dd..aa3b7199ebffaf88f0e8c5e5f7581571cebb00a4 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index 3de9bce68689abb9108433d4ef86135a297e3611..a79b5404fdb3dcbecee65d739715c32e0c477531 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.09, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 46.36, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.09, + "score": 46.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.47, + "score": 46.84, "assumptions": { "scenarioStress": "moderate" } @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 28.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index be9f2f582b565f7cbacd766b707a073bb4b85d36..d41701cbfc9b3d28ba2a14c17b05dbaf1304c63d 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -720,7 +720,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,19 +878,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 92c80e8e40ec5c8c9f6b00b50e6f915be24f2cb7..9782db63782310f68334ec9168482102ecbb2717 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,19 +1191,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 5cf5dd9b3cdc4287bd018f4262a2b81fd79264ca..3301ac127daa6251ed040f9e4ef53f04ec63def0 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,15 +755,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.26, + "grade": "dCR-A+", + "score": 10.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.01, + "score": 12.26, "assumptions": { "scenarioStress": "moderate" } @@ -779,11 +779,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -827,8 +822,14 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -845,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -972,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1140,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1171,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,19 +1190,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1236,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 0d68bbd7edc4dfd6acb8574b1f6c745852c7a7b6..a6cbcb4e9b9809610768d2815923a9d5bd48c0a2 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,19 +791,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 753e4bcb32399b8630c6e13a38e1c7aeb301999c..859f37686e242992e53bd84cc3f37b830901d374 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.90, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.26, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.9, + "grade": "dCR-BB-", + "score": 46.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.41, + "grade": "dCR-BB-", + "score": 46.81, "assumptions": { "scenarioStress": "moderate" } @@ -746,12 +746,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1092,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,8 +1305,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 2469836410fabff64c14de2338f3ddb78204af39..e4f36e2f4a1d3ef9e6b79087b46431e5739f8072 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 6ba2fc74541c61e352b9ee2b07f79fa4a277424b..5593d460c8d4dc95dd12a2f259dc32096963d225 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -841,8 +841,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index de29be8deaddb21e027e85f6115094baebb2d774..7554984b0595cab74bb6a7e75e1c0f95d693f632 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index fc1d46a53a251695056fe5e7312fcb932c15b308..aa47e33fdd864fd2ad9d9b715b54531260fd8412 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -563,7 +563,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,8 +596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,19 +721,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index c41418d107109defe23988ec8d3300bef8621b8f..23da839413341d682d70f47194dced9578c7c265 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index f3ef5cf92c659a683c0208a38f6075553948b27d..a0f57506872561310e8893a56ab9ba3dbae072dc 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -898,15 +898,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5991f3a0a4da", + "target": "434480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 92260694366685e648d2cf7da33540aaaf4cc488..dac7ea7b7df371773e26b0c733e50f6f6692d511 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -753,19 +753,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 2e25c65e53515b153bffdb8a117d4102bce212ac..3af846c59427ba3bfd719cd86fa4cd48bcfe5641 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.30, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 30.91, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,15 +745,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 34.3, + "grade": "dCR-BBB", + "score": 30.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 34.83, + "grade": "dCR-BBB", + "score": 31.36, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -816,7 +816,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index eabcfc355c9672050b83e36c4b1817cd1b490b3d..d98782dffcfcefff725ab14f93c058d48a410a84 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -913,8 +913,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,10 +944,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -957,7 +957,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index b19872c16714b5e0d9bbc0317d8bcb0bfe77c8bb..87454c95d0d285d1c99f32f3c196488fa45de502 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 3df05546d9d736d45ec6162d0e47b37b9f5e7ed0..4689709f9f269af13b4c53ab912b7ce2f8494914 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439270.json b/landing/lenses/439270.json index 83c452dcdbbb5987bce9c76907e1e4e32f526a53..be198db72c85f56944b7129b52cde6fb867460fb 100644 --- a/landing/lenses/439270.json +++ b/landing/lenses/439270.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 4b11d8befb41d589e797927c2557eece92e7554d..4117942945a0ce68e1703f9e74e0ed346a0708bd 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index a507084ca52ad46806d512dbc3889cbca756a5f2..8abeb1cd4031e4b2133990686ab7946739a5e494 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 9e1c475065180046fb3cd26ef5d17fbe7f12c56d..d1694ea65e040ada5a82cc7731b6afdf71d1d03a 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 288.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 764.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1041,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,19 +1100,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index 2a2ba44fb0c4535884a408294cde15344e7526c2..62ff14593e5d260c66aaf838ca9c1a27944966f5 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -494,8 +494,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -525,10 +525,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -538,7 +538,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 6f47fcbec7b968bf70176deb44e9444857d56400..fdc315f22e2b115b609e20132c2cccde9e9393cc 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -417,18 +417,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.74, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.49, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,15 +611,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.74, + "grade": "dCR-BBB-", + "score": 31.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.25, + "score": 33.0, "assumptions": { "scenarioStress": "moderate" } @@ -635,6 +635,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -672,11 +677,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -691,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -818,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -864,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -884,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -906,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -942,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -998,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1017,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1040,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1048,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 24183cf35972372f5d8f9a53f0c4a6577b0b2c8f..21ff16d54ef89c7bad93fdcb7075a45b264386ae 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 19.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index f75200d5d671a1b695379b75b7db94a0634341a2..2060054c893278eb09f5c87578f3fa9e3aad866d 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,19 +911,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1210,88 +1210,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:72f7257c217b", - "target": "443060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 498fad6088cf8277e741db52912b3f71d5e86d81..a60a1fe8f6e7b253383c25a743ec1d106a7a5c47 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:686b37cc821c", + "target": "443250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.716 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index f370bf49936877f6ac15e33d6c76f8f7d0f8c7be..323f2fef4765b5f445b0dc5e45502ad915333953 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1414,7 +1414,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1436,7 +1436,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1454,15 +1454,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 2336445f0570c3e27a1903ae556af252b17ad4f9..10321de5decff6c59bc9414521d647288dba0082 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index e1d5337913a4a18df1103d5922f0a7d1386536c7..fcb2b2bd1f76bc89bdf2e6fbfc5de6506090b5e7 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index b4b40e7d413aee3ed85340e272a9bdbab0f5d959..0f09f1529a3b29ac711c80e2212d19e6891d35b6 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,19 +1107,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 43821048745c8304e40ab8a439a9288f2d50c076..3acddd36f09c122497b025d4b33dfc716ccf200a 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index a9e2ffa0f1e914e8919879dd195592de4d384452..94e90ff1b3ddddc87bf2dd309d0921e791332087 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 824a2a07ba0418d5bbc9513778fc13e27a35cb16..1ab16cc20e444d0764d125607ea8ececeafee7e0 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index 95e4157874cc91435c1b091418990badc7822c97..29e65dd8382c65fdb48986e5c74e1e7aa90813e0 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index b70329ca495b4ad81c5e022d7c19aad4d788c374..4beefeb2a0a7fcddd9f7fbfa4486faf01a0879f7 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index a0eaf86d461c73d08d58d520f9d1ba30211a06fd..df4afe7945e7db6e133b01e5df58a323c94be487 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,10 +666,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index 4c23e81188af93c04b6473a2b7a7eec6f522bd46..7c84759514e9d4171c1fed0227f9ddcd956711f2 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 3aa782227f5ac32f51e7744003f9a07d802ab010..941ad9cee90b398eccf5a8150351b5c8a671878f 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 8be7683cc0ae927750b65a3ea93fe0c6537c0033..2e4d3422aa2587c111fd6901afc8762ac440a4c1 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -579,9 +579,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,37 +706,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 6f80ed22da37b4d4471c0ab63cd3779fee627a6e..87c9b25dc68db428a81d9457bf96be1c601b816f 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index 263e511693fae30660939811bb5520be291fb9ce..9b9b316dec4fbd6806b9434cb0da43513ca5682b 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 5bb34482e0c94ac38086d3ae1bf50f983347162f..0a38a0004b1c57f770797411da094f52810436d3 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -509,7 +509,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -526,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -700,8 +700,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -720,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,37 +825,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index cb24bae4d194e630aeb32fef69c35f2549635edc..535bcfe3c31e59636ce18e4ba8a82132c9263a84 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 133.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 221.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1034,9 +1034,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,37 +1165,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index a4e9e9d81102a4f5511f958c2bcb1a0d88a3573b..bd63fcf7a57ee04e5befd0202f11b159cab0e1c4 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.73, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.73, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.73, + "grade": "dCR-BBB+", + "score": 20.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.7, + "score": 21.7, "assumptions": { "scenarioStress": "moderate" } @@ -519,11 +519,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -555,10 +550,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -700,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -746,7 +741,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +783,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -899,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index 5e19d6729a1cff24f2aaf0ebdbe6a5a631c5f83e..d6d70b0ef8eabdc6ccb109c653ea8d0d018d1aa4 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 717544daca1753fd0ffe6332ead57379c8518414..78a5a6f9440d90124235cd7748f86cd85f9e615e 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index 9e507bdf5d2e389e1c7dc4525f0df8ad55b02b40..39e84807074c9bd7bd2ef49c47f11874eb26ec11 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -693,19 +693,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -851,7 +851,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -860,7 +860,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1115,88 +1115,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44b8e3327be8", - "target": "450950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index 7ad35248ec61bbdbd4b0c07dc57854a94f7c2fc1..0021c2309dac6123687c0156daf686a879e7e67c 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -898,19 +898,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index f41140cd0ea20d520f74c9b11c9746a9f3ebfc9a..b5c2d401803507da08c4b9338265c37307edcc04 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index c8ec193e259d33a4132cd50b76aaf1be477485d0..3efa5855ee28989c71b1f2b6755a3b44758ac938 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -792,37 +792,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -849,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 1b86a42bc2256a40bdfbdaa2002257b3f3f6da4e..59427795906b81535cbf4ae858866cdb53d09474 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index bf81fcc84f35be9dda6b7d1d6cf2d2975b79dec1..dc1df3c90523366812cfc1b0ff097e61a61e8f3c 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 017df3add4b825aae253a86a4711c1058c1b5542..e8091d5fed529f606a5f591919e87281f102a9fc 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1341,7 +1341,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1359,8 +1359,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 1e188ae318e767c96d4906be964c564a4225fea9..abf4c92a5b1eba8aba67bcb1c69ef9bea94b3848 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index d00286b3bc495f8cc0c2cc9b322f607d2b95d539..f47eb9ded5814642d6aaf26f713b2995dab75a06 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -561,18 +561,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.33, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 33.78, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.33, + "score": 33.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.92, + "score": 34.28, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,37 +1165,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 311bc448b64bcea4325017ed7260084af618803f..8a052481a8d6389ba6b016f1249445878074f1b2 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 4ab0b91c9572532ea48a6ddca940f356c23b7be1..25f75ae5cca968fc03fedfe853d443b0c8389b9b 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -513,7 +513,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index dfa1d11f236161bfbc3f433e9d773456a820ad8b..c10c019f184142033cbe4357e982c32ab967d6c2 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 73624f89ab03634a72dd1410696dd1315319a081..28f7f3023446b698c7b3fc364e285377fcf9565b 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 0055db62d23485e7a73de1ace076e9c96a8050af..8a8fd928e765bcad7434c0d9dfaf7d660c3b1cc7 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index d735b47b926c544eb8a9f74eb2e2102ea13e719a..30ca8488a2095ffcc86de3c87983f44ca70cb634 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index dbc1d3ffb3215a1b8959e75d5e563f8eed27426e..8d0b9d64dd8a8bf3515031f3487012ff050fa002 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 8a2f54d774cf558a88b89ebbe4fdc659f8e833b3..307497474debc77157be64dbcb124c9c973bcd23 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 6ae82ccb83ccdf0148da667ef584d6ed30c2bb50..eb3155a0a0d0195bb38057c922c33e92d659900a 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,28 +914,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1260,12 +1260,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:dc18443a5249", + "target": "453450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 032caf2526a26c1ceafbd9c282b0f84d23960658..dd60f3ae80a2e6d376b4c6941863e225ef70d873 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -723,19 +723,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 608da9b897fee51e9ec87ec0621875ec34e61d4d..7a234787cd0f60acf280b58ff4f18306a7268c8e 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 548b304b12d23cbf0f74e04502cbaf33db4a8883..5773bd05d276bdf8f53dc82afda36de4e47a0ecf 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,28 +685,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 18d484b47d8aa545c0b036b5f9ef60b16a0dda5b..22ac902779bacbbfe735051ab1653a90620910b3 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index 9e7b9bada10eaa6866d02973eaed00d8c831bcf2..d7308352d03f901d39f62fc4d0e4d943bc458ee2 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 43e34d571c2e38fe688ffad1399f157994b11ca8..cdfb970f48473dc40b78503da0af4a98c3b1247d 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index a66a226234f29f03a7e1fcff4b6f98dcea68cf44..7267c5a98ea567b7d80efd9c4a347850891e6285 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 39877c239bb2952aa8ed20f4b07b5821d4755498..db1ff2254bc591f409cd7edcf55a286ac71e909e 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index c242c179ad353ff49ff41cf688779e5e7cbd7ad1..f528ac9e29f3cc4873e7a43fe373300dbc3760ad 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,28 +1175,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index cecbe1a725c93952303cea6096ef1d1926d31027..b070d6fb16c6ddf648286c2521d40e6388136b7d 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index eb674fda7b942173b35808ee830f0c7d4728a005..2c7859abc3c286bfcaf7ccf8b5ed8b158cad3cdf 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index 63874777f919cc48a779cba28db914f8e9a86b7e..b4b98d15aeede324552a83a3f444ff232ad655be 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 922fc7b4e6e55f9fa5fd122a4e44c903672a5561..390eb1ac4f9467f771ab0399d1a73be5597740cb 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,28 +876,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 712913702813b2b2944142b218fa79c032000d10..363b67d789d1be5659abcdb23be61610cb12a108 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index abe675b25fc64f00cc1209d1fd68516d2ca52303..76f092b25a196cfbdc0ed1f6a63839a41218f268 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 195e218d83c884585332d50a2638628eda817d62..45cb19b78293ae9cbd8427bb0297c1b5f5501212 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index a82359992ec16c820922ab11ef31df72f9d3e57b..4d112159f1603eb7bd8adc1c937f6bc2890ebb98 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 3f5fbfe2ee8671972218f461ecc8047e793caa02..cfbaaa699a8de283f0cddf31df86ad7b92a32a8d 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index 633e793e0bdbfc5a6a11f5944a6f85ea7df98953..847f22d9a930c284bedfd3867cde9bae516f7d49 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 1637b967a994e3318c42ba3e0278319f4c91c60d..9467475d4396756fc9b0d4f58ece40c8d3e8092a 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 89b674078d5ffe7ed63b28858ab90296aa976237..615e64b70ec27e9dd98636265a3d096f30747209 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 0740af6f81305cb0bae1181c2e2a96f7d4ea5f23..247f88f5c91e3996f975bb52c0af4f80130e1b81 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 730299b04944cb52102dd302052f7a713f7dee31..e18eb7c4590d392ede687ed739ee8f52f66bf14f 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index c8acdc0bdf24f75eb8488afb9854411dc5b69f59..72c79a99b82556bb67f10cb859a1822210a5ce92 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index e9ec66e60ff1b34fbec6c18c272eb6e4c5bf61e5..fd719fba8065af7317f155a6453efc089900bd8a 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 2225842f67c0cbeb91b4fca451f9ffebc1c83ffc..a68eed9062279effa940f52f9c4948c7b96e3132 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 2cc379d845b3d6ce627b079e28a6d2e20f86cbac..ce67dbc12483ec3092ffec05252ccdc18befac0e 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 4b3e52f50073f5dd1634b8dcf13185a1b95afad2..82042c741ef165ebcbcaac2c4682fae1abbc8ec4 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -717,7 +717,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index a1861e52c7f22c74c88cd0761fd05abbacda8ac6..ef7abfe719aa07e5331c8f2c75ec698b0e29d40c 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 3e560618709e31735fdb22835b42b71ec0803432..3223b72800523fc115e43102c6de5286f837ca0a 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,19 +1166,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06931c89496f", - "target": "460930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index c09b0accc6e958d83f8e2180845600a62e14bced..42359ff1f9101aa7c14c5f9055bb84a666809fe0 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 1f37ac398998c713a7919e519cc5382553d661cf..300206da94f6c84e726abaf114858d6260b4894d 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index 48e41122ca6349b7afa50188e8ea0270f358ee51..69185107b435b2b43243dd25ee5c8def46adc5fe 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 621da862bc0ab47fb47d291ad365296f85f21e71..e489ec3bcbb118cb08867a9c59e910da5381c0fb 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index 2b27468cc3eac5c6a124834729e05e548edf895c..cb4cf07804b8d788f5537e74f6c8b6b058ec5dee 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 77eca9274f9fcba800535fcedef08480ae125a53..cdd0869ff68c22f63faf0e322066e952fc72f2f8 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 37911604b35db7d4629a178952ffdffaae46288a..cfd358c753e08789eee98b336d5d15281eb3f045 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index f53ba904bca890f8e241c2c925f2e68bfbf5ec36..a0f4d8fba460aceac0b17e3ec5a9079fa5a35f14 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 8f5e87b959e6131134f95634cba67dba0a4a4d07..034a6cba6e6e2098c1300fb8b4764a1735e39a8c 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -639,8 +639,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -764,37 +764,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -821,7 +821,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 54ef2f1ee4dad1470733a9dcf3d890dd22cb3d75..54c8820308ffaabbabeea84d940d8a6bba4e48b9 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index cd33c63daeb46e107fb89e324b5a0c0d8f091fde..29e05951e4652a08cfbcb4df1949ae724a96da09 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 73781df71805739d1621b728423d23ce2478c56a..498cccf0d12369520e8052b7469f67bac9dca45a 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index e870f3c78bf608c2fff147baae2506a8ba3337bd..4bb1b938a89a3cd7c86393cdaab943fc6e00fcc5 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index eff806cb0bbb8e405e2b110175d3fe6176816e53..7c1995e6986930697cabd0cb91f45f2cbb1301b5 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index b5778ff74bfac3a2bb53f1edd107ee9a12d4fd58..30ccdd3c1b8ea4e70cf7bf9e340f1cdcec992c85 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index af28117d10e53278213fd916494aa8507163d9b4..29d20aa7f51258fcb0618626683bd29b53c7ff5c 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index c0e0b9f62f6ce0991b53eba6e1fa585edce2ff4c..abf283c1799cdec2e384cd6f3d757757771d2c1e 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 2a6452c7556267f0ae244b5701ff0291bbaef030..5c935aee8f086dd4afba3ab1e9eea2df91ec6891 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -729,7 +729,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -913,19 +913,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index b8d86a168df1ba3dfcd48cb4cc9858828af072b2..972a0583d9cc7bc9f7b3a2e20dc12ee54fca8a9e 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 1284ed4ca8879ff066336effa2449cee7616837d..7f299351a64d2d5ef4bd3f3348c37e05a8ed85f0 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 97739c6774c2e1f0f2ec8a457dfbdc10e6df8e8a..b95083c309d01639446fc4cc6082cc17c63b9780 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index 4c9f075f75637ec98d472cf67c45db71719229dc..ada674e727f2f71df267396d4690ac1cca3e9534 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 109a69c823fca374ab136dccc1ad1d39a3b89811..00c5afb9e5594d306bcda92c5e43156f862d92a8 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -897,19 +897,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,17 +976,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1055,7 +1055,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1064,7 +1064,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,19 +1114,19 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 6171bec2007337f5e6006a6d3b5519e2fa74f838..4c860c3c32978556411a3aeace5d0fad46bfad35 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index c7b45294cf36235bcff8042f2bba7fb52a145b28..a53175bf876107a7a6f2297a6871bcc640b0c5c0 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 9edab3a7e644d06121af8d459986b864ea6f951f..e355baa6dee1f1111cb4ce4d14d9d5256e2c4cc4 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index b6f3409fdafbc2dbd3dc68ce5edcc924470b9e7b..7a25f33e398f007cdc19454d45a6838b3196e424 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025Q4", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -710,37 +710,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 64785d8eb6e1800de62303e5d8776f64ae176b30..27c5bf47d246e0f080ad247c5bf6c3def2efd185 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 5c0a56ed6b3266e4b7a0ce0f1ff96511a947faaa..c8a171eea5a271eb74a426715f92ae89cfefb584 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468670.json b/landing/lenses/468670.json index b83e06c1af043d9b87e469e0f697631781e1c338..b48d40fa2b15df48139de8fa7a9d2510b8b38d50 100644 --- a/landing/lenses/468670.json +++ b/landing/lenses/468670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 4d0e33f34d7e2ac2e2d736fe90023b1438a1bd11..cffe544c8cb1abb726084dbe0779b6f0e5a6e2fb 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,37 +718,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index 219c8f7fea535561fc134816274e9c83f8aa336e..38baafa0053ce2c4ba3a2295166585d9c0b90e83 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index b2ba0c5d6e05e3df98238c0641f26cd79ddbe1cb..47649e5606292a547fd377b08a5a58551f89e298 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 4091ec45e2f0a0a23965b3f75f11055d395c1b38..78e229fe724e293ace558c7ed751cb359d736761 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index 0cc086215d925f56e865cb4cac0c1d4a30556be0..593ba7d0632addc572ca938f67cebe1ffdb3d0d6 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index f8acfc482f1ac630a63b44a52e9508b0583957f1..26c187a4b2d857c2ee928a032edab588b9d2f995 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 49bf0211d40be67ed4bcc5625b2711dce0f0e6ed..a8eea2620bd1fc269431676a6e4e1d840fc14179 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 5c58b7eee5156b27eb8fc94b710e5dc085fce2a5..443c2157ce62e2aa35d31af6812c92a49462667b 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 5c3dd954efe09954dae2fa6e78a0c56d4a916468..0731abdeb3804796c1980912a890d57b857c6c18 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -702,37 +702,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 412ec17a484ead27269e4ef93738ee7d64bf19af..ea5360a07982a4f14fb16d45b3af9400a6bbeff5 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index 385d05359f4df92e3cdd539211c8dc471419b612..a1e6de6cbd5b1e9ae824dad5b57e1ecce086d30a 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,88 +1359,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7115a64d945b", - "target": "472850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-01", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-01", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.816 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 7e1e04dc537d31859a1787d6254b156df3557acc..1b165af186846595a94310fd5c3d2a776bdf1b99 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 46340a4f45d5df67ebe0e32f30e75dfc65e49502..da74a7544c2639e79de98c65c155c813869cdafc 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 23217ae8bc052fed792f0323bc168b67a47579b9..929b129d5381eaafb04597aa72d4e92817580fa6 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 564e0b07541938c3f641f786ecccf0506f445c91..269824d4fc2a94cecd3b625aafb0368955735895 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index ed5a655aabbfe917400aa46c253dc4397d4867b4..76bd60c8d436aa4e4f51ae910283eb46471bf634 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 294300e1d0c8cf2df6d6d2b1a78eef45d777d0ca..25a1f8105c58a2e85c9ca5280dd3746e46396731 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index 56e9c58383e575ad1c6a7f6293decec9dc532b2d..513d6dd790a59e65a4ac94d3f87c248242622c09 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 480e2bbac36a0d274d82058a0dd115b1ab1be880..1427926dca18146b7945ddc3aa29c1c34e712938 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index d882072d2be58be254c20eefb0589acbad929107..68de8a1056518a59cda8dbd2593e7b8c11e0d925 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index 7cb3d1cce6dc6dd87ac05486e025cc25a90c87d2..e8bd6dba8d4e9651f3283fcdced9cfcb627ea3b6 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 681997924b4309ad38c0feb45cb042a919557a9b..361c4ece06892102907a6452f072663f395dccfa 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -695,19 +695,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -774,17 +774,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -853,7 +853,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -862,7 +862,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,37 +912,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1329,88 +1329,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9c2865e58a03", - "target": "475040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-11-02", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-11-02", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 5401d48461fda631eb785c58fd9fd5fcd471351c..69ce8b938a691c9f1e4e3c0660bada49aced487f 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index 59c0439ba533714b9a3b35aea5d6118a09e526bc..8b9eb9145fe7a486ede3a563ea88d74c3d8014de 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 4a3934e239b45c16b663910e9de5af818cfd635b..940c3713d88b864dbcd1b6488f2ab2140c28f69f 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index e3e0eae69eb470eaf93bc1a9bb645f1833125515..a2a5721075ba1bb83a509743a051869efba88227 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 0734695edd1ad5ef5ac192cba4c4546b24f86687..1dd9495284dbc371d96c873938af698e0597c662 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index b9899918af692f6d87b7de54396df44ff1eb2d56..f83279ce1ce17507b774a6288213cf5e2015bd32 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index f75c298f202456752d230eaee494a836c0f196c3..c933f1f31f90db1dbc94de297fd37dd6303205c4 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index c00d30facb80b63f84912ba69905f88f99b71460..8c1ce5a591ac3753b806dbe0b9c4b6e5013d9a62 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,19 +770,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 528cd024ca950c58ebd0d966d95c67b06dc29871..62cf230a3d9b5cc275675db8889697ee678a5d67 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -640,10 +640,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 1b10ee5716cc5771b1143a4d89263f696432f89f..ed669ca73ea4dcbedd86c47bd3bd83f366fd129a 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index 6e4c1bde808207973a432c43c1f5939d85c37169..fc753520d9fb71e47c9930b1787b8ed65e638e6b 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 8b21a6a10f9aced8496c5348dda65b168c56859d..b4daf2582d7e38895858f383bdf974800ee6a7d6 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index f3216f9a16a37fd953f1c324bbb4d49ad51eb6be..bf8874371a006d2317457cea79f00f2eeabb6527 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 1880889ad1e9bed7c94435f0516a64f740fb01ac..50a616d12c1dff2c9c78e80612b32e383899cdbf 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index 70c95dfd9811a080d6512095d9980540e5b7df02..47acf8fc202d6e6de9bbb1da1b2d7602eb870344 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 7627df23710a34e1858f4e6494a02cb4fd0af1a6..60cf4480ed80e575a6c0159efcaadcca14cfb657 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -753,7 +753,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 3d4e022403fa0402f217c657f97eef994f9087f2..8e910b32d46a8f500b7d63e1c6f4ba9eaa22aa87 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index b6f99aa5522b0815b70c856fbe28092a7d84d530..a167b57d5d5132259e2686b55fbf04689dfb975a 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,37 +690,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index e0d1781cc4253bfcced20fa4d4ea1d1ac2c67554..583c2d6d207ba909bc8df875298e4c76aa28ba01 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,37 +690,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index ebee19dcb070f6107a91c94a9124e706b0a70fba..707100b999315608971acb8b41db7b6a04e20a6b 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,37 +690,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 1b2f1a82b0080935e7f717a17d0439caaf958c47..c4d00ca72ba6f765f6f86918d63bf73218d07fad 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index 134e003fc35d74deec8ccd789437dd274e19571b..92a5b9eea4e6cc5bc2bcc8556fcf7c7d4517cd89 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -59,7 +59,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 10.38, + "value": 10.15, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -211,7 +211,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 10.38, + "value": 10.15, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,12 +265,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", - "value": 3.78, + "value": 3.81, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.76, "sourceRef": "axes.자본구조" @@ -283,7 +293,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/478110/axes/자본구조", "status": "derived", - "detail": "위험점수 3.78, 가중치 20%" + "detail": "위험점수 3.81, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -291,6 +301,13 @@ "sourceRef": "dartlab://credit/478110/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/478110/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -313,12 +330,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -346,6 +357,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -357,7 +373,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.69, + "score": 0.68, "grade": "AAA", "pdEstimate": 0.0 }, @@ -369,11 +385,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -391,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -513,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -532,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -672,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,37 +706,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -997,13 +1013,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 6e7fcb08632575cf59d97cb887d75677ff087913..f7c910604656367bbe82c17771ba3c4d80496236 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 4df62540cb60aadcbe52f34dbdcf3829615ed3b7..47ca4009f9e34af7341e847475d07adacfafa776 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 7f6632c3f28dce5ed137e675e4249f354c5bddbb..9c704c9385c928232b8985c193cde402c19dbae5 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,37 +690,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 115519b5a423bd11ecc868e83df33e1c0a428723..5310476a759d0e65ee36a78e74296107d2746add 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index a66a3754c7b0976e1a094984a4d118a488018b12..ad47cb8f10f27edbf91c7ca2a86ca4f2a3a21aba 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 7ca9113e465bd9670dd7c233e7dc3d4f3a126cc0..0a0506fdfa202075879e1120dc5d61391ecbd0cd 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index e6d5a883c5680eb95e9bfd6d2b4d13dee1a49c4b..c0bf1a654792c1bf1d14da9e2fe4743fadfd2b1c 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 1ef4fbc030c4b0816229c68007eed7f8e564b722..fca32d92e7fff6b07286f1be3d9aa799e50d2003 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 75fd41aa8ba8ad72ddae4fac14981c09a50d3bd4..993192e7c2cfb000ac3f5deb6229d29894229ddd 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,37 +706,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index 036b6f20685ac6aad11401fdcb2f4ea900e97e1a..180a8be3d1f97820fd03eb9ae775e3050772f454 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -671,37 +671,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 73dc4256de1f899bf0b367b859352bc9dd71899d..2b8a9ddf783adf29541d75fd315d3b5ae85d857b 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,19 +703,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -742,7 +742,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index 74c10cee160a923ac50ffb6556e55ad7c12ce25d..c97d6e89e9bea7a01373ed4d482405424eed1f40 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -59,7 +59,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 21.27, + "value": 21.06, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -211,7 +211,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 21.27, + "value": 21.06, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -278,11 +278,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 8.12, + "value": 8.18, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 1.62, + "contribution": 1.64, "sourceRef": "axes.자본구조" } ], @@ -293,7 +293,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/482680/axes/자본구조", "status": "derived", - "detail": "위험점수 8.12, 가중치 20%" + "detail": "위험점수 8.18, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -373,7 +373,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.42, + "score": 1.4, "grade": "AAA", "pdEstimate": 0.0 }, @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,37 +706,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 4e8db3084edee2806e3e7195f4951e5cdd9c1bc3..8e264aa007a84f77e55638096991923578e46229 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 56df563314766584ff7f5173b2e01f9c5fedb26d..376d88041ad5a6a1de4dad577eb77319bee4ffb7 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index f0a94d3354224123d1c3bec98b21584c11c1e2f6..3389aa8aa4f86daff24effa4c808173c3fba030a 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1164,8 +1164,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 2206fa07d04884d1e132ece947bbd03b94bf531a..ede92acac6b9753809504ace09fb8965c394c1a7 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 1c9441ca65af8adf5c70c4480de4343bf3fa6688..b6cb1d2116c0caa3c58f890d285e3a74a68c7693 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index 2a9ba8e596e6f63d628652bb0f459ced18de349d..5fa932220d12edb256bf9186f9fcc4b972cc641f 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index d44ec5613d06d352c80c95348ddebe889b8a9309..c9dfe7ea0aaef0d6dbc8c9091174b041fe6e3ce3 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index d4f711c34b9393121b12be2a1368f5c2c6ddd454..d2604aa54289a9cfe1edb17acd1ab38e9c68c256 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486510.json b/landing/lenses/486510.json index f739fe0ddf4195172ec3d9c6bba5d5e543d7733d..e25499b9cbe184aa237abef7fe2dda0a7850ff18 100644 --- a/landing/lenses/486510.json +++ b/landing/lenses/486510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 2f3b0b45ce2e57a1ae649b2f7deb4cd1d05b241b..af7fb1a39387f51af9404694647edd4b84afd9ee 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 15160dcd2a1c473df6cd28587dc9b134f6a62b31..284864d699163d56d8517a02d8b99011095a4f04 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index e30bff9d00645afad1c552a46feb611cf9619d49..af7c5db8320b14152f4756fe8d96bfd107f2e440 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 3e2160c54d7b9818df3b258a23ad4f271c4ab85f..51ec631a2104f4ca0bf88b5f2dea97653f641eaf 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 9ac6a165b7a21d3f32fd65e5d7302d7a5e5f65bb..ae3a88d5facb97e2ba47e24f289e73b66d1548d1 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -694,15 +694,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,28 +911,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1257,12 +1257,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7c30dea225d", + "target": "487570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-09", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-09", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index e6e16dbb1f6e5980287b5623609e89adbc03d13c..36eeda31f47e6deb62adb2acc80eb829e88c27e6 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -568,37 +568,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -641,7 +641,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 7b7cea79f8afd2d3fd0f43ebdf94ee057a36f76e..8f945383c7ee6d63cb654340ee2a42cc3bc5bb74 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-10-30", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index f50082ab13a24767a2e8f7537df80f28c57e2928..e21af24b35bfa4b7a0520d032c0547da7bcf6eb7 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 73759c36d6f49dad449e992288f8b753f56aec54..3faa3dbf1ae2026f5a8422f18100e5684db4effe 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 6ac1a93481d8014e53b0350d14c5cd343676fff2..51f50196688560c2e29bbc0e0c5ab1edf571d312 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 73fcc77859d3dfb2d68103ce3d9c9087189fe140..cc12a30eba96cb6722f9a83c3f1346806ec0978f 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index a3dff97b1330885862088c6b6dffc57e68681826..52e77dbca1565e0a5ceca581d0ab95e9edd8d7f8 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index 262927b2e1c81489e854256a13a88c764bea28a8..24a099b6e8915e0e99c96a62ff62412e3236a15d 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,28 +703,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 230dcda28638cd813bbeefc06eda9a83e8abeb26..dde27a10fb2c6a69d0a2a841b6a8ac6db69179e7 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 313923a5857a56cd72fc131e2ea5bcd742330f6b..2d4fb7dd7def84bd4495893ae857d51cbca25322 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,19 +770,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index a45136486c1dc58ba6df6247d0a01f1ad53eac62..f5fa3c8975e0e3660010a14b503d21161a54d4c9 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index 9af6c6ea25c58fc62f6bf135fe961f93ad02608c..bbb8cde09c1ed514b14bb8a167112e7901e99212 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -298,18 +298,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.52, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 31.77, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -493,14 +493,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.52, + "score": 31.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.58, + "grade": "dCR-BBB-", + "score": 32.83, "assumptions": { "scenarioStress": "moderate" } @@ -516,6 +516,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -557,6 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -571,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -693,15 +699,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -726,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -739,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +778,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +798,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -817,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -845,13 +851,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -860,7 +866,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -873,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -892,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -910,37 +916,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -967,7 +973,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -975,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -983,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -991,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1327,12 +1333,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85eb2e165669", + "target": "489790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 399cba96392d85ca9ca5be5b2e009905c53cd34a..b4761611efbd40136be91c941fd3cc8eee79df00 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,19 +687,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 236bb7363b6d581363c41076655cac80b5acfe7b..af88cffc26a74f98f6c4c63e6fbfc5dc9975923c 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 9f82354d3f01c8caf6b10b8b2b5bb8ece6c85272..696915bd2110aaf16095cfe2378003d14506174c 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 633ac0ad00a9e6727dd3545b4c9b4dc46f934fad..274b1623fc118639d5b1213600736901f265f641 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 377c5685772a144baeb2b3c80f462ab8c0e3d7f3..1992abc0d8e5f373fc29e85a585ebe4231c8b0c8 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 691707cf2dc8d72b32e28a47f0e03e4615b66ab1..4636fbd50a700918be7010dead78c4d290ea9e06 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index a77e78a1a932d405b6844fbc6b409e36b1853f24..c36ae4fde8e255c3e418e09aa008a11045f9c3e1 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 66b265eef9dac2e46ff512a2a441e1c788de9081..6ca2cb1c277f4f4d49807c7f9d191a442f3a41c6 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -682,37 +682,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index fb0bc433d4d1e74f6fe1e57139c7b51a05809457..ef1dc106e5245090f23490d57be625d7d2db00f1 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,37 +698,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 1d687bcd5e0a9269e1c188f4b763d395ad3c1ebc..3dab4567d3c41e41195b30b22e0514462e321924 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,28 +770,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index 5b6e9df6368b512ef998814f9d3f00d83b6eafd3..c20f4326862d044095c120b0e37295925ccafc9b 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index 6a6bf64c29edb5b57714bbb8c63b8e32181ea72e..c260b459e84d7ddf1930b5b663d501357136bee9 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,28 +1195,28 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 9b9be4dd04ae2bf3c809c5592311d2b2e203c0b3..a447d3ec5397ea0a95238f4396f1c073925f533d 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 8186db997417637879d6559e75c863b218fc917f..836d6625ac71bef95a6dca154037aa722210150e 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 0a197a85d9962a85984dbb25a0dc7bc556c12979..bb906287a83779d58a9d8b353e723eb8d72f41d3 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index 691b0013f20b4ce56ca7a04fd242646c904f4715..93c811ae6cd74efe485daeb5db0833b11e73aee5 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 0791907e774d31da16a19eae1542d53b1cba4046..9228e3cc5f10c1c90229f2d169f2e32675bfab78 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1110,19 +1110,19 @@ { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 6bd36eda81ab73d0b3d9ed072c6f1fb79d76709b..25c0b5285c1f75664bb24c4a0d444a3dc70e1408 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -975,17 +975,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -995,7 +995,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 68aeedd187f834f9c1302ce77559743983f1d328..c5ae00f1f4d5403d043c0bdfe1ab82bda4c0910b 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", @@ -66,10 +66,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026Q4", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", @@ -195,7 +195,7 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023Q4", "status": "derived", @@ -216,7 +216,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", @@ -262,7 +262,7 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026Q4", "status": "derived", @@ -283,7 +283,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", @@ -329,7 +329,7 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -350,7 +350,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", @@ -396,7 +396,7 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026Q4", "status": "derived", @@ -682,13 +682,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -990,7 +990,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 2ce85cd1a6b7974b836ab966fac40aa674f2fd8e..86519a9228864d09b658a6592720d970c66c9f98 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 2e1af2019d2ff8d147a1c048e99f407cdca2afb6..9a02aa72927c4232018dd02ba9dcc38addd9e09a 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index f3d53cfbf8307ade1ddd68925a524a9d6a845672..d1eaf621bc3d514e555b5b79e88917518d6f882f 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2023", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index 0bb782ae43445f7e9d0d13882d93d78c9fb277ea..fee7d528155773284507ad3eb12ece1b1de789e7 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,37 +1228,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index dd978801a9ddeaee4a28dfed311455f40a508840..4bb5ef262c35911e4233a7a903eb6ddbea93abeb 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 7872cc015bde03715875ead821fe97a551e15dc1..c1e3df4140551989bb90d05ec3b2f4ed3e7b588d 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-01" + "retrievedAt": "2026-11-08" }, "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-01", + "asOf": "2026-11-08", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-01", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-01", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-01" + "knowledgeBoundary": "2026-11-08" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8c98d6d0fe3", + "target": "950140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-08", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-08", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-08", + "dataAsOf": "2026-11-06", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 2f9f730fdbf8330c81ea682fabac6bf9703f76e2..84dd92d0b2829c58c38a8008d3d1814a8ea821e9 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2023", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index f7dc7c1a92e1ed7c2db3908a6643658f3210faad..40a7b41dfc46e3588ce29950d6fc5036a04511a7 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.22, + "score": 4.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.23, + "score": 4.23, "assumptions": { "scenarioStress": "moderate" } @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 7e0537b564cd1d287d47994046c0fdc09f2a13ff..4c5e824af99b6f1c6545a9d663a86ee2e918bc89 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1367,7 +1367,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1385,15 +1385,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index f3da079727f5d249030d53e168269bccf39c14b2..79f78967eaa4cde3061195f2801f704afba167d3 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2024", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 020accd388269fed851a36981c9de68301dbb0c4..4c29bb2422ba4a5035f55d945597add5aff800c6 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-29", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-05", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index db70599cd9925760bc01afb049a2f3dda5f82de2..31f87a1ca5aff960e28da68b72056bbbd313b432 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", + "asOf": "2026-11-09", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-11-02" + "retrievedAt": "2026-11-09" }, "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-11-02", - "dataAsOf": "2026-11-02", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-11-02", + "observedAt": "2026-11-09", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-11-02", - "dataAsOf": "2026-10-30", + "asOf": "2026-11-09", + "dataAsOf": "2026-11-06", "period": null, - "knowledgeBoundary": "2026-11-02" + "knowledgeBoundary": "2026-11-09" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.26, + "value": 3.48, "unit": "%p", "signal": "rising", - "change": 0.11999999999999966, + "change": 0.16000000000000014, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -491,37 +491,37 @@ { "id": "CPI", "label": "소비자물가 YoY", - "value": 120.43, + "value": 120.73, "unit": "%", "signal": "rising", - "change": 0.38000000000000966, + "change": 0.29999999999999716, "sourceRef": "macro/ecos/observations.parquet#CPI" }, { "id": "DCOILWTICO", "label": "WTI", - "value": 103.37, + "value": 99.64, "unit": "$", "signal": "falling", - "change": -1.8799999999999955, + "change": -0.4200000000000017, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { "id": "EXPORT", "label": "수출 YoY", - "value": 104800.5, + "value": 130716.4, "unit": "%", "signal": "rising", - "change": 4350.5, + "change": 25915.899999999994, "sourceRef": "macro/ecos/observations.parquet#EXPORT" }, { "id": "USDKRW", "label": "원/달러", - "value": 1334.3, + "value": 1356.6, "unit": "원", - "signal": "falling", - "change": -2.5, + "signal": "rising", + "change": 14.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-29", + "observedAt": "2026-11-05", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#CPI", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-10-01", "detail": "소비자물가 YoY 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-27", + "observedAt": "2026-11-03", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -564,7 +564,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#EXPORT", "status": "observed", - "observedAt": "2026-08-01", + "observedAt": "2026-09-01", "detail": "수출 YoY 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-30", + "observedAt": "2026-11-06", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 8065f6b48bf1aa7d0b50b8c3ac715b2d13d6c5c6..d3132b2b3a73171c67c0f63d6c56fe89a6ae5d57 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1919,17 +1919,17 @@ }, { "target": "016450", - "productCount": 5, + "productCount": 3, "path": "016450.json" }, { "target": "017650", - "productCount": 5, + "productCount": 3, "path": "017650.json" }, { "target": "019170", - "productCount": 5, + "productCount": 3, "path": "019170.json" }, { @@ -7309,12 +7309,12 @@ }, { "target": "017960", - "productCount": 4, + "productCount": 5, "path": "017960.json" }, { "target": "019680", - "productCount": 3, + "productCount": 5, "path": "019680.json" }, {